Encompass Wealth Advisors – Ameriprise Financial Services, LLC

Encompass Wealth Advisors - Ameriprise Financial Services, LLC is a financial planner in Edina, MN. The firm provides wealth management and life planning services, specializing in retirement planning, estate planning, investment management, and insurance reviews. They serve clients by offering easy-to-understand recommendations and helping to implement financial strategies every step of the way.

The firm operates through a holistic approach known as the "7 Pillars of Life Planning and Wealth Management." This framework includes expertise in liability and lending reviews, saving for education, and charitable giving strategies. Adhering to a fiduciary standard, the team is legally required to act in the best interest of their clients to ensure advice is free of conflicts of interest. Their professional team includes experienced wealth professionals, such as Lead Financial Advisor and Managing Principal Matt Presjak, who brings over 30 years of experience in financial services to the practice.

Located on Minnesota Dr, the office is situated near the Tria Orthopedic Center and a short distance from the Maetzold Amphitheater and Centennial Lakes.

Encompass Wealth Advisors is recognized for its commitment to excellence, combining professional competence with compassionate customer care. The firm is known for providing sound, disciplined financial advice designed to help clients achieve long-term stability and success.

Through dedicated life planning and comprehensive wealth management, Encompass Wealth Advisors serves the Edina community with integrity and expertise.