Upcoming events

Women's Happy Hour

EDT

Cooper's Hawk Winery - Centerville, 5220 Cornerstone North Blvd., Centerville, OH 45440

Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Please join us for Women's Happy Hour in a private setting. Space is limited. Please RSVP by September 14, 2022.

To reserve a spot: call us at 937.312.8172 or email us at brianna.fedak@ampf.com

Past events

Open House 2022

EDT

Beyond Wealth Advisors , 2835 Miami Village Dr., Ste 101, Miamisburg, OH 45342

Beyond Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

You're invited to come view our updated office space! We will have food, drinks, and fun for the whole family!

There is no cost or obligation.

National Day of Service

EDT

The Dayton Food Bank, 56 Armor Pl, Dayton, OH 45417

Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

Come spend time making a difference in our community. Please join us for the National Day of Service.

Wine and Painting

EDT

Paint the Towne, 411 North 8th Street, Richmond, IN 47374

Beyond Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us at Paint the Towne for painting ceramics and enjoying some drinks!

Wellness Wednesday - CANCELLED

EST

Join this event online

Joshua J. Lake, CFP®, CRPC®, APMA®, Private Wealth Advisor | CEO - Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

Join Josh Lake as he sits down with Dr. Jacob Yannetta III to learn health and wellness tips.

There is no cost or obligation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Ameriprise Financial Services, LLC. Member FINRA and SIPC. Not Federally Insured | No Financial Institution Guarantee | May Lose Value © 2021 Ameriprise Financial Inc. All rights reserved. 3661150ACMR0721