Envisage Wealth

Q3, captured 📸
Lots of traveling, gathering, and adventuring these past three months. From vacations engagements, and celebrations, check out how Team EW spent Q3! 💚

Pack the car, grab the keys, let's go! 🎶🚐⛺⛰️🔥

For the past few months, Sara has been renovating a camper van to take on all her travels. What better way to get into the autumnal spirit than a cookout with hot dogs, s'mores, and free tours!?

With camping cups, custom stickers to Colton's Camping Club, and other goodies to take on their next adventure, we made this small gathering cozy around the campfire.

Thanks to everyone who attended!

Get in contact with Sara here:
https://www.ameripriseadvisors.com/sara.colton/lp/request-contact/2/

CHEERS TO A LIFETIME OF HAPPINESS! 💍🥂

Join us in congratulating our Client Concierge, Angelina, and Maxton on their newest chapter! The two got married on September 5th in New Albany... and the pictures are STUNNING!

Wishing you both so much love, joy, and happiness as the Cox's! 🫶

TOP 100 IN THE NATION! 🗣️🏆

We're thrilled to announce that our CEO, Jeff Chaddock, has been named to 2026 Barron's Top 100 Independent Financial Advisors list for the third year in a row!

As Jeff says, "For me, wealth has always been about more than numbers - it’s a tool for creating meaning, shaping your story, and living with intention."

The Envisage Wealth team works with individuals and families to help plan for the certainty of uncertainty and look to turn generosity into a legacy.

Come see how we can help you transform someday into today!
🤝https://www.ameripriseadvisors.com/jeffery.d.chaddock/profile/

What to Expect During a Long-Term Care Evaluation 🤔📝

To determine eligibility for LTC benefits, your loved ones' insurance company may request a care assessment.

This helps confirm the type & level of care that may be needed.

Read what to expect and how to help your loved one prepare here:
➡️ https://www.ameripriseadvisors.com/team/envisage-wealth/perspectives/what-to-expect-during-a-long-term-care-evaluation/

#8915218

Team Envisage takes on the Cat Caper 5K! 🏃‍♀️

We’re so grateful to have been able to help sponsor this event to benefit the Cat Welfare Association!

Cat Caper 5K to Benefit The Cat Welfare Association

To learn more about this amazing organization:
https://catwelfareassoc.org

FORE! ⛳

Last week, we hosted our very first Envisage golf outing at The Club at Tartan Fields where clients and friends were able to spend a beautiful day on the course with our advisors and team.

This event was a reminder of what makes this business so rewarding: meaningful relationships built over years of trust, shared goals, and milestones achieved together.

Thank you to everyone who joined us! It was an unforgettable day, and we look forward to many more conversations, rounds, and opportunities to help you envision what's next.

Our most popular month - Give it up for our September Birthdays! 🥳🥳🥳
We hope this year is even better than the last! Cheers to you!