Encompass Wealth Advisors Unveils

Encompass Wealth Advisors launched in Portland, Oregon, as a registered investment advisor (RIA) dedicated to delivering comprehensive, client-centric wealth management strategies.

According to a media release, the Encompass team, comprised of Derrick J. Clouser, Walter M. Urban, Matthew G. Presjak, Colin H. Williams, and Mary Minshall, has been working together at Morgan Stanley in Portland, Oregon since 2001. With over 125 years of combined experience, the team advises to $650 million in assets under management.

Encompass provides clients with a holistic and customized suite of financial services, including retirement and estate planning; structuring and managing investment portfolios; education planning; charitable giving strategies; business planning; insurance portfolio management; and home finance and lending services. In addition, the team has special expertise in implementing business successions plans for sole practitioner financial advisors, helping them to build a better business and gracefully navigate the last part of their careers.

"We are very pleased to be launching Encompass Wealth Advisors at a time when many of the nation's best advisors and teams are leaving traditional wirehouses to establish independent practices," said Colin Williams.

"It was once true that only an advisor at a big firm could access the world-class resources needed to deliver comprehensive wealth management. Today, we can hand-pick the best tools and resources in an open-architecture environment. Additionally, by taking on the fiduciary standard, clients can know beyond a shadow of a doubt that any advice we offer is totally objective and unbiased," said Matt Presjak.

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