You will be our TOP PRIORITY as a client of Encore Wealth Management Group , a private wealth advisory practice of Ameriprise Financial Services LLC .

Dean Donohue , Chief Executive Officer and lead Private Wealth Advisor of Encore Wealth Management Group states , “ We have a formalized client service system . We are always available and have a real person to answer the phone with the goal of no wait time for our clients . Calls or emails are responded to in the same day , and more typically , within a few hours . Service appointments , meanwhile , are set throughout the year based on each client ’ s needs . Additionally , we provide proactive contact with clients when needed . Such contact might include market updates or information about pertinent economic or tax changes .”

“ Encore has clients in more than 30 states , many of whom have been referred and some of whom we ’ ve never met face to face .” Clients can access their accounts anytime and from anywhere through the Ameriprise secure website on their computers or mobile devices .

“ Because we are a successful , nationally recognized firm , our resources are vast : we are privileged to be able to have portfolio managers , market strategists , economists , thought leaders and other professionals present . The Encore team has a deep bench with many years of knowledge and experience . We are all here to help with any questions a client may have .” says Dean .

“ We are unique . Our education , experience , credentials , recognition , and those much appreciated thank-you cards from our clients set us apart !”

Best-in-State Wealth Advisors 2018-2021

Top 400 Advisors 2015-2017 , 2019

Top 1,200 Financial Advisors 2016-2017 , 2019-2021

DEAN M . DONOHUE CFP ^® , MBA , CRPC ^® , APMA ^®

9405 Mill Brook Road , Suite 101 Louisville KY 40223

502-412-4050 encorewealthmanagementgroup @ ampf . com

encorewealthgroup . com encorewealthmanagementgroup

JONATHAN P . SMITH CFP ^® , CPA , CRPC ^® , APMA ^®

Best-in-State Next-Generation Wealth Advisors 2019