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 share that Kevin has passed the Series 7 exam!This accomplishment reflects his focus and determination,...
06/16/2026

We’re excited to share that Kevin has passed the Series 7 exam!

This accomplishment reflects his focus and determination, and we’re glad to have him on our team.

Congratulations, Kevin!

Big goals and everyday decisions all deserve thoughtful planning. We’re here to support you with personalized guidance d...
06/15/2026

Big goals and everyday decisions all deserve thoughtful planning. We’re here to support you with personalized guidance designed to keep your financial picture aligned with what matters most to you.

Schedule your complimentary consultation today!

Congratulations, Mike on passing the Series 7 exam!Mike has reached an important milestone, building the knowledge neede...
06/12/2026

Congratulations, Mike on passing the Series 7 exam!

Mike has reached an important milestone, building the knowledge needed to help clients navigate a wide range of investment solutions and support their financial goals.

A well-earned achievement —great work!

Paying for college doesn’t have to mean paying more in taxes. With the right strategy, you may be able to support a love...
06/11/2026

Paying for college doesn’t have to mean paying more in taxes. With the right strategy, you may be able to support a loved one’s education while making the most of available tax advantages. From 529 plans to gifting strategies, small decisions today can add up over time.

If you’re thinking about college savings, let’s talk through options that align with your goals. https://bit.ly/4ojLmmY

Happy Encore Anniversary, Jonathan! Thank you for your continued commitment, hard work, and the difference you make for ...
06/09/2026

Happy Encore Anniversary, Jonathan!

Thank you for your continued commitment, hard work, and the difference you make for our team and clients every day.

We’re grateful to have you leading our team!

Life moves fast. At Encore Wealth Management Group, we build personalized financial plans that are designed to be flexib...
06/08/2026

Life moves fast. At Encore Wealth Management Group, we build personalized financial plans that are designed to be flexible as your life changes. Visit our website or give us a call at 502-412-4050 to schedule a complimentary initial consultation!

If your child is heading to college in 2026, now’s the time to stay on track with financial aid. Don’t miss the FAFSA de...
06/05/2026

If your child is heading to college in 2026, now’s the time to stay on track with financial aid. Don’t miss the FAFSA deadline on June 30—it can make a meaningful difference in the support you receive.

Have questions about preparing for college expenses? We’re here to help guide your next steps.

We enjoyed taking time to connect as a team at our recent “Grill & Chill” cookout. Opportunities like this help strength...
06/04/2026

We enjoyed taking time to connect as a team at our recent “Grill & Chill” cookout. Opportunities like this help strengthen connections and support a positive, collaborative culture!

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

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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