Encore Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with their assigned financial advisor using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of client responses for that advisor within a rolling 24-month period and is updated daily. There is no minimum number of responses required for an advisor to receive a rating, and advisors may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise advisor is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of an advisor’s qualifications.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets undermanagement and revenue generated for their firms) data. Investment performanceis not a criterion because client objectives and risk tolerances vary, andadvisors rarely have audited performance reports. Certain awards include ademographic component to qualify. These rankings for each applicable year arebased on the opinions of SHOOK Research, LLC, are not indicative of futureperformance or representative of any one client’s experience and are based ondata from the previous two calendar years. Forbes magazine and SHOOK Researchdo not receive compensation in exchange for placement on the ranking or itsuse. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.
The AdvisorHub 100 Fast Growing Advisors to Watch; AdvisorHub 25 Next Gen Advisors to Watch; AdvisorHub 25 Women Advisors to Watch; AdvisorHub 50 Advisors to Watch (over $1Bil); AdvisorHub 50 Advisors to Watch (under $1Bil); AdvisorHub 50 Solo Practices to Watch; and AdvisorHub Fastest Growing Advisors to Watch awards are based upon a combination of (i) an advisor’s scale as a function of assets, production, and quality of service, (ii) year-over-year growth in assets, and (iii) professionalism, which includes regulatory record, community involvement and team makeup.
The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
The named advisory practice is not itself a separately-registered investment adviser or broker-dealer.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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