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Encircle Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 36 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

At Encircle Wealth Advisors we build relationships with our clients, engage in customized financial planning, and provide them service and strategies during changing situations. Our mission is to help clients feel more confident about their financial future. We can help them plan to pursue their financial goals and dreams by working with their tax advisor, estate attorney, divorce attorney, mortgage broker, and realtor. We believe, this comprehensive, team approach is important to helping our clients make strategic decisions about their investments and financial planning goals.

Whether you started savings for your future, getting ready to retire, retired, changing jobs, going through or finishing up a divorce, let us help build your customized financial plan and work with you to achieve your goals.

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Using a CFP® to Help Divorcing Clients

Sam Thornal | Using a CFP® to Help Divorcing Clients Win Financially - The Draper Law Firm, P.C. (draperfirm.com)

We’re excited to welcome Sam Thornal, CFP®, CDFA® , ChFC® , CRPC® as our guest today on the “Texas Family Law Insiders” podcast. Sam is a graduate of Baylor University and is the CEO of Encircle Wealth Advisors, Ameriprise Financial Services, LLC.

The views expressed here reflect the views of Sam Thornal as of 10/24/2024. These views may change as market or other conditions change. Actual investments or investment decisions made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance. Past performance does not guarantee future results and no forecast should be considered a guarantee either. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial cannot guarantee future financial results.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC, Member FINRA and SIPC.7086041ACMR1024