Encore Wealth Management Group

Encore Wealth Management Group A private wealth advisory practice of Ameriprise Financial Services, LLC When you work with us, you receive:
1:1 financial advice based on your goals and needs.

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you sta

y on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Get started

Areas of focus
Wealth Preservation Strategies
Retirement Planning Strategies
Investments
Military Financial Advisor
Retirement Income Strategies
Retirement Plan Distribution
Intergenerational Planning
Small Business
Executive Compensation and Benefit Strategies
Insurance
Saving for Education
Tax Planning Strategies
Charitable Giving
Estate Planning Strategies

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

We’re excited to recognize Corey for passing his Accredited Portfolio Management Advisor (APMA®️) exam.This added expert...
06/02/2026

We’re excited to recognize Corey for passing his Accredited Portfolio Management Advisor (APMA®️) exam.

This added expertise helps strengthen Corey’s ability to design and manage investment portfolios tailored to each client’s goals, risk tolerance and time horizon.

His commitment to continued learning helps strengthen the guidance and support we deliver every day—congrats on this achievement!

www.ameripriseadvisors.com/team/encore-wealth-management-group/financial-advice-team/

Are you saving enough for college? From 529 plans to Coverdell Education Savings Accounts, there are numerous saving opt...
05/29/2026

Are you saving enough for college? From 529 plans to Coverdell Education Savings Accounts, there are numerous saving options to consider. Find out more at https://bit.ly/4dEx0Kr

Join us this June! Mark your calendar on June 25 for a Lunch & Learn with Oasis Senior Advisors as they debunk common my...
05/27/2026

Join us this June! Mark your calendar on June 25 for a Lunch & Learn with Oasis Senior Advisors as they debunk common myths about senior living.

We'd love to see you there! Seating is limited so make sure to register at https://bit.ly/3RuONuU

Join us for Women's Career Compass — an event focused on helping YOU explore opportunities, set meaningful goals, and mo...
05/26/2026

Join us for Women's Career Compass — an event focused on helping YOU explore opportunities, set meaningful goals, and move forward with confidence.

We'd love to see you there!

When? June 3, 2026 @ 1:00 PM - 2:00 PM
Register by June 3 @ 9:00 AM at https://bit.ly/4wT4PPd


This Memorial Day, we honor and remember the men and women who gave their lives in service to our country.We are gratefu...
05/25/2026

This Memorial Day, we honor and remember the men and women who gave their lives in service to our country.

We are grateful for their sacrifice and the freedoms we enjoy because of them.

In observance of Memorial Day, our office will be closed on Monday, May 25.We will resume normal business hours on Tuesd...
05/22/2026

In observance of Memorial Day, our office will be closed on Monday, May 25.
We will resume normal business hours on Tuesday. As we head into the holiday, we pause to remember and honor those who served.

A big thank you to everyone who attended our ‘Not Inheriting a Mess’ educational session yesterday! We’re grateful for t...
05/21/2026

A big thank you to everyone who attended our ‘Not Inheriting a Mess’ educational session yesterday! We’re grateful for the thoughtful conversations and the chance to help families feel more organized and confident moving forward.

Interested in attending a future event? Visit our website at www.amerirpriseadvisors.co/team/encore-wealth-management-group/ and find our events under the “About” tab.


We had a couple of special visitors join us fur an 'appointment' this week!
05/20/2026

We had a couple of special visitors join us fur an 'appointment' this week!

This past Wednesday we had the opportunity to come together for a team outing with a chance to connect, unwind, and enjo...
05/15/2026

This past Wednesday we had the opportunity to come together for a team outing with a chance to connect, unwind, and enjoy time together!

Moments like these help strengthen our connections and bring a little extra energy back to the office.

Please join us in celebrating Dean Donohue’s 65th birthday today!Wishing you a fantastic day and continued joy in the ye...
05/14/2026

Please join us in celebrating Dean Donohue’s 65th birthday today!
Wishing you a fantastic day and continued joy in the year ahead.




Address

9405 Mill Brook Road Ste 101
Louisville, KY
40223

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15024124050

Website

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