Encompass Wealth Advisors is a team of financial advisors that operates as a private wealth advisory practice of Ameriprise Financial Services, LLC. The practice focuses on delivering personalized financial advice and building long-term client relationships through a comprehensive, client-focused approach. Their stated mission is to help clients achieve their financial goals for every stage of life, offering services that include investment management, retirement planning, and wealth preservation strategies. As part of Ameriprise, they leverage the resources and backing of a major, established financial institution while aiming to provide the dedicated service of a smaller advisory team.

Founded in

United States