Envisage Wealth

05/07/2026

May is the season of graduations. It's also the time to start thinking about next steps.

If your child is planning to attend college in the fall, you've probably been discussing financial aid options. Learn more about the various options available to help cover the costs of college.

Read our article on financial aid here: https://www.ameripriseadvisors.com/adam.s.goldstein/insights/understanding-financial-aid/

05/05/2026

HAPPY TEACHER APPRECIATION DAY! 🍎✏️

This year for Teacher Appreciation Week, we sent our active teachers gardening kits, thanking them for planting the seeds that will grow the knowledge of future generations.

🌿Herbs to show how even small dashes of information can transform conversations.
🥕Vegetables to show how teachers help build a cornucopia of knowledge that feed communities.
💐Flowers to show that growth isn't rushed, it's nurtured until it blooms.

Thank you to teachers everywhere. Your influence and impact are generational.

05/01/2026

TRANSFORM SOMEDAY INTO TODAY WITH ENVISAGE WEALTH 😁😅
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05/01/2026

HAPPIEST OF BIRTHDAYS TO THESE THREE WONDERFUL PEOPLE! 🥳
We hope this year is even more eventful than last, and we wish you health and happiness in 2026! Cheers to you all!

04/27/2026

IT'S OFFICIAL! 🥳✂️
After months and months of planning, we did the thing.

Thank you to everyone who helped make our open house, ribbon cutting, and private reception a success. We couldn't have made Envisage what it is today without our amazing team and clients.

Together, we propel people to live a more fulfilling life - one person, one family, and one community at a time.

04/22/2026

HAPPY ADMINISTRATIVE PROFESSIONALS DAY! 🎉
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We are so grateful for our entire Service team who keep this ship afloat. Your dedication and care for our clients is unmatched, and we could not do this without you. 🫶
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04/17/2026

HAPPY CLIENT APPRECIATION DAY! 🥳

When we started this business over 35 years ago, we knew that we wanted to create something that transcended generations. That's why our vision is to be the most dependable and resilient long-term legacy planners.

Thanks to our loyal clients, we've been able to grow our practice to help hundreds of families reach their financial goals. Whether it's buying a new home, making charitable donations to causes you care about, or retiring comfortably with peace of mind, we're beside you, every step of the way.

So, here's to each of you. 🥂💚

Thank you for allowing us to work with you. Together, we are propelling people to live a more fulfilling life - one person, one family, and one community at a time.

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04/16/2026

DAY IN THE LIFE OF AN ENVISAGE WEALTH ADVISOR
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Take a look into how Private Wealth Advisor, Andrew Brate, spends a typical day.
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04/16/2026

YOU'RE INVITED TO OUR OPEN HOUSE + RIBBON CUTTING CEREMONY 🥳✂️

After 2 years of careful renovation, we are beyond excited to invite everyone to our open house and ribbon cutting on Thursday, April 23rd.

🎉 Join us for a ribbon cutting ceremony with remarks from our leadership team, guided tours of our new space, food trucks, refreshments, and more!

THE DETAILS:
📅 Thursday, April 23rd
🕐 12:00 - 4:00pm, Ribbon Cutting starting at 1:00pm
📍8008 N. High Street Columbus, OH 43235
✅ RSVP on our website here https://www.ameripriseadvisors.com/team/envisage-wealth/events/ or email [email protected]

SEE YOU THERE!

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04/15/2026

HOW LONG IT TAKES FOR YOUR MONEY TO DOUBLE
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The Rule of 72 is a great financial tool to teach kids the importance of saving early. The longer your money stays invested, the more it can grow expoentially.
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04/08/2026

Check out this trio! 🥳

Congrats to our 3 Private Wealth Advisors who were named to the 2026 Forbes Best-in-State Wealth Advisors List!

💪 Adam Goldstein - #6 in California - Los Angeles (High Net Worth)
💪 Jeff Chaddock - #1 in Ohio - Columbus Area
💪 Kevin Gegorski - #73 in Ohio - Columbus Area

This honor celebrates advisors who help clients achieve their long-term financial goals, and these three continue to exceed expectations.

Congratulations! 🎉🎉🎉🎉

Adam's Website: https://www.ameripriseadvisors.com/team/envisage-wealth/financial-advice-team/adam.s.goldstein/

Jeff's Website: https://www.ameripriseadvisors.com/team/envisage-wealth/financial-advice-team/jeffery.d.chaddock/

Kevin's Website: https://www.ameripriseadvisors.com/team/envisage-wealth/financial-advice-team/kevin.m.gegorski/

Envisage Wealth is an Ameriprise private wealth advisory practice in Columbus OH. Get the personal financial advice you need.