Encore Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 66 reviews

Encore Wealth Management Group

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  • 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 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.

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

Open House

Our Open House will be in our new parking lot on May 7th from 2PM-6PM. Games, food, and fun for all! Be on the look out for updates as we get closer.

Shred Day

Bring your paper documents for shredding by the box to Encore! We'll provide you with a complementary and hassle free shredding service provided by Knighthorst Shredding.

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Our New Office is Open

We have moved to our our new location at 9405 Mill Brook Rd., Louisville, KY 40223! We look forward to seeing you here! Our team remains committed to serving our clients as we continue to hold all client meetings as scheduled and are available to meet in person, by phone or online. The health and well being of our clients is a top priority. We look forward to connecting with you soon in the way that is most comfortable for you.

Our videos

6 videos
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Could there be a rebound in bond markets?
Could there be a rebound in bond markets?

Ameriprise Head of Fixed Income Brian Erickson summarizes the outlook, including potential risks and drivers to consider within a diversified bond investment strategy. (3:24)

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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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What to expect from stock prices amid rising rates and reflation
What to expect from stock prices amid rising rates and reflation

Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term. (3:18)

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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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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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Be confident, connected and in control of your financial life
Be confident, connected and in control of your financial life

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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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)