Clarity for Complex Wealth

We work with individuals and families to align investment strategy, tax planning, and long-term decision making, bringing structure and perspective to the full scope of wealth. Based in Columbus, Ohio and Calabasas, California, servicing clients nationwide.

Envisage Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client satisfaction 4.9 / 5 rating based on 479 reviews
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Contact

614.310.0501

envisagewealth@ampf.com

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

The Philosophy of Envisage Wealth

At Envisage Wealth, we believe money should be a source of clarity - not stress. Our practice, based in Columbus, Ohio and Calabasas, California, was built on the idea that financial momentum can transform lives, turning uncertainty into opportunity.

We don’t just manage wealth - we help you move forward with purpose. With a team that brings calm to complexity, we guide clients from decisions paralysis to confident action.

Our approach is personal, not transactional. Built on trust, insight, and a deep commitment to legacy, we encourage you to create a future that reflects your values and moves with intention.

Transform Someday into Today.

Our commitment to you

Financial advice for a lifetime

We provide financial advice based on your goals, now and at every stage in your life.

Personalized investments and solutions

Our custom investment strategies and solutions are designed based on your needs to help you plan for your financial goals and objectives.

Meaningful connections

We get to know you—by regularly discussing your goals, life events, investments, milestones and ever-changing needs. We’ll make timely connections tailored to your schedule and preferences.

Secure digital access

Our safe and seamless digital tools—backed by our online security guarantee—enable you to collaborate with us and access your accounts anytime, anywhere, from any device.

Ready to learn more?

Get started by requesting a complimentary consultation

The Power of Starting Small: Andy and Mindy Marfurt's Story

Clients, Andy and Mindy Marfurt, share how they started small, and with the Envisage Wealth Team, accomplished so much more with proper planning, saving, and guidance.

Why We Love What We Do: A Look Into Our Culture

Take a glimpse into our award-winning culture. We love what we do, and what we do is help others live a more fulfilling life.

Roth Conversions: A Guide to Efficient Retirement Planning

Learn how Roth conversions can be a powerful tool when it comes to tax-efficient retirement planning in this strategic guide.

Built with you in mind For over 130 years, Ameriprise Financial has been a leader of personalized financial planning and advice. We offer a range of comprehensive solutions—from banking and investing to insurance and annuities—to help you make the most of today while planning for tomorrow. Why choose Ameriprise

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Clarity for Complex Wealth

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