Encore Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 4.9 / 5 rating based on 39 reviews 98.00

  • Get to know us

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

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • About Ameriprise

    Proud to be rated #1 in the investment industry for trust, Ameriprise puts its clients first.
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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, Inc.

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.

Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

Our videos

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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. ()

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Current market headlines: News or noise?
Current market headlines: News or noise?

With an overload of news on market events and conditions, investors often wonder which headlines warrant action and which ones will likely have little impact on their portfolios. Columbia Threadneedle Investments Global Chief Investment Officer Colin Moore offers a grounded perspective on headline news and short-term market events. (0:39)

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How does the economy affect my investments?
How does the economy affect my investments?

Fluctuations in stock prices and economic activity can make you wonder if they can impact your investment goals. Our Chief Economist Russell Price weighs in on investing and U.S. economic fundamentals. ()

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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)

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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)

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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)

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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. (2:09)

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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

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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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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)