Our Story
Your life is a collection of important moments. It is these moments where you stake your claim, create your identity, and dictate your future. These times of transition are often tied to an important financial decision, and when money touches your life in consequential ways, Envisage wealth advisors is at its best.
Your Roadmap to Financial Success
Envisage is here to create your roadmap to financial success and ensure the path is clear so you can focus on what matters most. Watch the video to learn more.
Investment Philosophy
We put our money where our mouth is! That means our philosophy is to invest our personal assets in many of the same assets classes as our clients. At Envisage Wealth Advisors, we treat your money like we would our own.
Ready to discover your path to financial stability? Let’s talk!
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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