Dufresne, Wayne & Associates

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 5.0 / 5 rating based on 53 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

  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
    Learn more

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

Our approach

Dufresne, Wayne & Associates - Our approach photo
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.

Dufresne, Wayne & Associates - Our approach photo

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

Our videos

8 videos
close
Now Playing
view my video
 
Building financial confidence for a lifetime
Building financial confidence for a lifetime

At Ameriprise, a dedicated team of advisors is ready to help you when you need them. With an understanding of what’s most important to you, they can offer personalized advice based on your goals for today and tomorrow. Their guidance, combined with digital tools, help you track the progress toward your goals, anytime, anywhere. Working together, they can help you make your financial dreams a reality. (1:12)

Now Playing
view my video
 
Disinherit the IRS
Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:29)

Now Playing
view my video
 
Ramping up your savings for retirement
Ramping up your savings for retirement

If your income is too high to be eligible for a Roth IRA, we may have an option for you—it’s called a 401(k) to Roth IRA conversion and it may be just the thing you need for increased savings and tax- (2:39)

Now Playing
view my video
 
Why beneficiary designations matter
Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

Now Playing
view my video
 
Smart charitable giving from your IRA
Smart charitable giving from your IRA

Learn how you could make a donation from your IRA using a Qualified Charitable Distribution (QCD), to support your favorite charity, while also receiving tax benefits. (2:14)

Now Playing
view my video
 
Rolling over your 401(k) while you’re working
Rolling over your 401(k) while you’re working

When you turn 59½, you may be able to roll over some of your 401(k) while you continue to work. This option may allow you to select from a wider range of investment options that could help reduce risk (2:01)

Now Playing
view my video
 
Familiar Face
Familiar Face

If your financial advisor saw you on the street, would they recognize you? Developing a relationship with an advisor who knows you and understands what’s important to you can help you live more financially confident. Visit Ameriprise.com/brilliant. ()

Now Playing
view my video
 
The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.
Gauge your retirement readiness

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
 

Staying on track when markets are volatile

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)