Minneapolis / Minnesota / United States
I am a Private Wealth Advisor with Encompass Wealth Advisors, a Minnesota-based private wealth advisory practice, serving a select number of individuals, families, and businesses. My mission is to be a part of my clients financial lives by providing true direction. My commitment to this mission is defined by three core principles: I. Planning Approach A thorough discovery process that helps me understand clients financial goals and values. Interactive planning process that helps clients understand where they are today and the steps needed to help them move toward their goals. Informing clients to help simplify complex issues, which can help clients, avoid common mistakes. II. Tailored Solutions Experience and teamwork helps me maintain client focus and allows for potential innovation and perspective. Attention to detail and a goal-based approach to investing results in portfolios that are customized, allowing for better decision-making. The ability to leverage resources and facilitate timely introductions can helpfully integrate my clients plans. III. Personal Attention Working with a select number of clients helps ensure accessibility and responsiveness. Proactive communications helps clients make sense of financial markets and make timely decisions that help them stay on track. Active listening and taking an interest in my clients lives creates a caring and comfortable environment. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
