Encore Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 87 reviews

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

Encore Wealth Management Group 2020-2021 Recipient of the Ameriprise Client Experience Award

  • Get to know us

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

  • Connect with us

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

    Contact us

  • Proud to be recognized

    Ameriprise Client Experience Award winner

    Thank You

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.

· E xcitement in helping our clients achieve their dreams and goals

· N avigating all life’s financial stages

· C ore values drive our practice daily

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

· R eferral based practice servicing generations of clients

· E xcellence 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

Markets Update

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:
  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

Bourbon and Benz

An event for the Greater Louisville Medical Society. Viewing of Mercedes vehicles (non-driving) and a bourbon tasting while mingling with our staff and advisors.

Summer Shred Day

Bring your documents for shredding to Encore Wealth Management Group's parking lot where Knighthorst Shredding will take care of your documents safely right before your eyes!

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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 2 industry publications’ top financial advisor lists: Forbes Best-in-State Wealth Advisors, 2018-2022 and Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2022.

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

8 videos
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What should investors watch for in Q2 2022?
What should investors watch for in Q2 2022?

The close of March marked the end of a volatile first quarter but there may be bright spots ahead. Ameriprise Global Market Strategist Anthony Saglimbene looks back on Q1 and shares what could be in store for investors in Q2. (3:54)

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Ameriprise Financial Commercial | Recommended by over 9 out of 10 clients
Ameriprise Financial Commercial | 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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Ameriprise Financial Commercial | Personalized financial advice based on my goals
Ameriprise Financial Commercial | 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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Personal financial advice from advisors who know you and the markets
Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)

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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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The importance of beneficiary reviews
The importance of beneficiary reviews

This 3-minute video helps clients understand how changes made to retirement plans by the SECURE Act could impact their legacy planning, and what they can do to make sure their money goes where they want it to go. (3:07)

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)