Encore Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client Satisfaction 4.8 / 5 rating based on 97 reviews

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

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.

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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

Summer Shred Day

JUL 23, 2022 / 11:00 AM - 2:00 PM

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!

Step Into the Batter's Box at Louisville Slugger Field

AUG 11, 2022 / 5:00 PM - 7:00 PM

Meet our advisors on the field! Give us a few swings.

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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.

10 videos

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Inflation and bear market considerations for investors

The arrival of a bear market has raised concerns for investors. Hear from Ameriprise Financial experts as they discuss the impact of inflation and rising rates, opportunities for investors and goal-specific investing strategies. (14:45)

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Will inflation become stagflation?

Will inflation become stagflation?

Inflation has been a significant issue for investors and consumers alike this year. Watch as Ameriprise Chief Economist, Russell Price discusses the outlook for inflation, stagflation and the financial markets. (3:28)

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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

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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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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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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)

Encore Wealth Management Group

Dean M. Donohue, named to Forbes Best in State Wealth Advisors, 2022

Encore Wealth Management Group

Ameriprise Client Experience Award

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.

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)