Encore Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 44 reviews

  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more

  • Connect with us

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

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

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

Financial Wellness for Your Employees

A webinar overview of what Ameriprise's Financial Wellness program can do for you and your employees!

Investing in your employees is an investment in your bottom line.

It’s no secret that employees have a lot on their minds these days. Especially when it comes to their personal finances. What if you could boost their financial confidence and increase productivity?

Our financial wellness program offers practical financial guidance, educational workshops, and online tools designed to help employees maximize their company sponsored benefits and make informed financial decisions to better manage financial stress.

Veteran's Day Breakfast

Please join us for breakfast. We want to celebrate and honor your service to our country.

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Our office is open

Your health and well-being are a top priority to us, and we remain committed to helping you reach your goals. Following public health guidelines, we welcome clients to the office for a limited amount of onsite meetings and continue to support clients virtually by phone or online. We look forward to connecting with you soon in the way that is most comfortable for you.

Our videos

7 videos
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Videocast: Sustain financial goals amid the stock market election cycle
Videocast: Sustain financial goals amid the stock market election cycle

Put stock market conditions into perspective within a portfolio. Watch experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. (18:09)

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3 near-term considerations for your stock portfolio
3 near-term considerations for your stock portfolio

What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors. (1:43)

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Cautious optimism for the U.S. economy
Cautious optimism for the U.S. economy

Stocks swung from a bear market in Q1 to near record highs in Q2. In the 2020 Third Quarter Outlook from Ameriprise, David Joy, Chief Market Strategist, provides insights on the near-term market environment and key actions for investors to consider. (2:48)

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Making a financial comeback
Making a financial comeback

Most investors have experienced at least one major financial setback in their life, according to the Ameriprise Financial Comebacks study. The good news is that nearly 90% have recovered over time. An Ameriprise advisor will provide personalized advice based on your goals and needs. (1:47)

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Bring the Ameriprise Financial Wellness Program to your workplace
Bring the Ameriprise Financial Wellness Program to your workplace

Find out how adding to your total benefits package can make a difference for your business and your employees. (2:00)

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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. (2:00)

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Personalized advice for your unique goals
Personalized advice for your unique goals

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

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.

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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)