Discover your path to financial stability
Does your Portfolio fit your Risk Tolerance?
Knowing your appetite for risk is the first step in helping develop an investment plan that’s right for you
OUR SERVICES
Your Financial Future is Our Focus
You are the CEO of your and your family's finances. Every successful CEO has a great CFO behind them. Learn more about advantages of working with Envisage Wealth Advisors as your CFO, and how we can help you and your family build a leaner budget, save money, and grow net worth.
Investing & Wealth Management
Insurance & Asset Protection
Retirement Planning & Wealth Distribution
ABOUT US
Taking the Guesswork Out of Investing
Your financial plan shouldn’t be so complicated you leave the meeting wondering if the advisor was speaking a foreign language. AND they were talking about YOUR money. We have been helping individuals find financial success and stability for many years and explain it in a concise and clear manner. We take the guess work out of investing by being sophisticated behind the scenes but removing the jargon when communicating your plan.
You Deserve to Know What's Happening With Your Money
Confused by most financial advice? If so, you’re not alone.
Let's answer some commonly asked questions.
1
What are you going to do with my money?
Depends upon you, your goals and what you value most. Once we meet with you to learn your goals and the outcomes you want to achieve, we will get to work analyzing the numerous options available to help meet the objectives you established. We then review your tolerance for risk and match the proper allocation strategy, that will balance risk with your financial desires.
2
Can you handle the complexity of my situation?
We work with a wide variety of clients with different backgrounds, from high-net-worth individuals to families just starting out. We’ve helped hundreds of families navigate through several market cycles and complex financial situations. That’s why every customer receives a customized financial plan and investment strategy tailored to their needs.
3
How can you make my life easier?
The financial industry has gotten complex. With so many different financial tech companies popping up, market volatility, and more, it can be difficult to know who to trust. As your trusted advisor, our focus is helping you clearly understand your finances in terms you can understand. Our mission is for our clients to never feel like they’re in the dark when it comes to their money.
4
How do you get paid?
We believe in transparency on how we get paid so we can establish a long term mutually beneficial relationship. There will be situations where we may recommend a commission based product and there may be situations where an advisory account that charges a percentage of assets under management may be appropriate. There also might be a time where it’s a combination of both. In any case, this will be fully disclosed upfront before any transaction occurs. Without exception, we put your interests first.
OUR PROCESS
Customized Plans for Financial Success
When you work with us, we provide you a blueprint for success and the tools you need to find financial stability. Here’s how it works.
1029 Monarch Street, Suite#150 Lexington, KY 40513
Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TX, WV, VA and WA and are licensed to offer investment products in CA, CO, FL, GA, IN, IL, KY, MI, OH, OR, PA, WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor. Tax and/or legal advice is not offered by Envisage Wealth Advisors. Please consult with your tax professional for additional guidance regarding tax-related matters.
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