Dufresne, Wayne & Associates

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 5.0 / 5 rating based on 46 reviews 100.0

  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

  • We put clients first

    Consumers rate Ameriprise #1 in the investment industry for trust, loyalty and customer service.
    Learn more

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.

A simple solution for the unexpected in retirement

Are you looking for a simple way to protect your retirement assets from the potentially devastating impact of long-term care expenses? Would you like to put cash, CDs, or money market dollars to work to help protect your retirement and loved ones from this potential risk?

Learn more about a simple solution for this unexpected risk, especially if you:
  • Are planning for retirement,
  • Have never assessed your risk to long-term care expenses, or
  • Have previously objected to long-term insurance (e.g., because you may “waste” premiums if you never have to use the benefit; or, because you were concerned about future premium increases).

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary  

2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)