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Our Services
Your Financial Future is Our Focus
You are the CEO of your and your family’s finances. Every successful CEO benefits from having a strong CFO behind them. Discover how partnering with Envisage Wealth Advisors as your CFO can help you and your family create an efficient budget, save money, and pursue your financial goals.
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.
FREQUENTLY Asked Questions
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. How can you make my life easier?
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 do you get paid?
We believe in transparency in how we get compensated so we that can establish a long-term mutually-beneficial relationship. We are an independent, hybrid firm, offering services based on your goals and your desires. Because we are a hybrid firm, we have the flexibility to work in both a fee-based capacity or a commission-based capacity. For example, you might pay a one-time fee for an in-depth financial plan or a modular plan that is specific to you or your situation. Or, it might be an AUM-based fee on the amount of assets you have with us. There will be situations where we may recommend a commission-based product. This could be an insurance policy recommended as either a part of your overall financial plan, a specific tax-advantaged estate planning strategy, or it might be part of your retirement income plan. In any case, this will be fully disclosed upfront before any transaction occurs. Without exception, we put your interests first.
4. What are you going to do with my money?
What happens with your money depends on you, your goals, and what you value most. We start with a meeting to understand your priorities and the outcomes you want to achieve. We will then get to work analyzing the many options available to help you reach your financial goals. As we develop your financial plan, we take your risk tolerance into account and match it with an appropriate allocation strategy—one designed to balance risk with your desired outcomes. We can work with you in a variety of ways, from creating a financial plan for you to implement, to managing all aspects of your finances as your advisory firm. We scale our services up or down depending on your needs. In every case, you remain the decision-maker. We are driven by a fiduciary standard and are committed to acting in your best interest.
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.
Schedule a Call
Let’s chat to learn a little bit about you and your reason for seeking our financial planning guidance
Discuss Your Financial Goals
We’ll take the time to talk through your current needs and future plans as we develop goals to guide the financial planning process
Start Building Your Wealth
Finding financial freedom is an ongoing process and we’re here to help support you along the way.
Explore Envisage Wealth Advisors
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