Team profile

Our Approach

Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC located in Minnesota serving individuals, families, and business owners. Our approach focuses on providing true direction through financial planning and personalized guidance.

We start by understanding your goals and use goal‑based financial planning to help bring clarity to complex financial decisions. Our team offers tailored guidance aligned with your priorities and evolving needs, while intentionally working with clients to provide personal attention and consistent support.

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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Small Business

Awards & recognition

  • Encompass Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025-2026
  • Encompass Wealth Advisors, Ameriprise Client Experience Award, 2020-2025
  • Jason A Lane, Forbes Best-in-State Wealth Advisors, 2022-2025
  • Jason A Lane, Ameriprise Circle of Success, 2020-2025
  • Jason A Lane, Five Star Wealth Manager, 2012-2017, 2019-2026
  • Christopher Smith, Five Star Wealth Manager, 2022-2026
  • Amy Bestler, Five Star Wealth Manager, 2021-2026

Community participation

First Responders Day - October 2024
First Responders Day - October 2024

At Encompass Wealth Advisors, giving back is at the heart of what we do. We believe in giving back in ways that reflect the values and interests of our team, creating lasting connections and positive change in our community.

Our efforts include

  • Partnering with Bridging and Feed My Starving Children to support individuals and families in need.
  • Showing appreciation through community outreach to local first responders.
  • Supporting our team members’ passions, such as sponsoring children’s local sports teams like the Woodbury Youth Lacrosse Association or organizing volunteer opportunities and donation collections for local women’s shelters.

Honored to be recognized in Forbes

I’m excited to share that Encompass Wealth Advisors has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Our photos

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