Encore Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 79 reviews

Encore Wealth Management Group: An Ameriprise private wealth advisory practice serving the Louisville, KY area.

Encore Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Proud to be recognized

    2022 Ameriprise Client Experience Award recipient

    Thank You

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our Approach

Encore Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC.

Why Encore?

Because every great performance deserves an Encore.

· Excitement in helping our clients achieve their dreams and goals

· Navigating all life’s financial stages

· Core values drive our practice daily

· Our mission statement: "helping to make a difference in the lives of clients."

· Referral based practice servicing generations of clients

· Excellence in client service

At Encore Wealth Management Group, our primary focus is on your continued success in reaching your financial dreams and creating a more confident and fulfilling retirement.

Events

Lunch and Learn: Prepare, Don't Predict

The concept of market volatility can cause feelings of fear, panic and anxiety in some investors.

While those feelings are completely understandable, investors shouldn't fear volatile markets. By deepening your understanding of market volatility, you can better manage your emotions and focus on the long-term.

We’d like to invite you to join us for a lunch and learn, Prepare, Don’t Predict, presented by Joseph Grande, Vice President, Regional Sales Coordinator PGIM Investments.

Lunch and Learn: Behavioral Finance

• Understand how emotions and human behaviors can impact investment decisions

• Instill healthy financial behaviors

• Focus on goals and not 24-hour news cycle

Autumn Shred Day

Jon us for our autumn community shed day event! KnightHorst will be on-site to securely dispose of your sensitive documents at no cost to you.

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Honored to receive recognition

Helping our clients, their families and friends stay focused on their long-term financial goals is our top priority. Because of this, we're proud to share that Dean Donohue has been recognized on 3 industry publications’ top financial advisor lists: Forbes Best-in-State Wealth Advisors, 2018-2023; Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2022; AdvisorHub's Fastest Growing Advisors to Watch, 2022

Thank you to all of our loyal clients for believing in Dean and to everyone on our outstanding team. Your continued trust has made this recognition possible.

Our videos

7 videos
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Why investors should consider this key ingredient
Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Will stress in the banking sector cast a shadow over Q2?
Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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Recommended by over 9 out of 10 clients
Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

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Personalized financial advice based on my goals
Personalized financial advice based on my goals

Every client deserves to feel like their financial advisor is focused on them and them alone. Our advisors put your needs first and provide customized advice to help you reach your goals. That’s why 97% of our clients say their advisor cares. (0:15)

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Improving employee financial wellness can help your bottom line
Improving employee financial wellness can help your bottom line

Find out how adding to your total benefits package can make a difference for your business and your employees. (2:01)

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The confidence to stay invested
The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured SolutionsSM annuity help give you the confidence to stay invested. (1:35)

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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. (2:07)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
Refer us
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.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)