Encore Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 58 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

Goal Setting for the New Year in 2021

A virtual conversation about appropriate goal setting in the New Year with Dr. Sonya Wolter with Wolter Chiropractic and Wellness. Contact the office for more details at 502.412.4050 or email us at encorewealthmanagementgroup@ampf.com.

Market Update and Forecast

Encore Wealth Management Group invites you to a virtual conversation about the projected markets based on current information. Presented by Dean M Donohue, Lead Advisor and CEO of Encore Wealth Management Group.

Valentine's Day Luncheon

A complementary luncheon for those who have lost a spouse recently. Please join us on Friday, February 12th at noon for a lunch with our staff. We will have a special gift for you along with your meal.

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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

6 videos
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3 big-picture considerations for stocks in 2021
3 big-picture considerations for stocks in 2021

View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021. (3:30)

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Videocast: Investor perspectives for election and COVID-19 conditions
Videocast: Investor perspectives for election and COVID-19 conditions

As capital markets react to the election and pandemic, we believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. (16:25)

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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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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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)