Envisage Wealth

💻 Join us live, on Wednesday, June 10th at 9am PT/12pm ET, for the next installment in our Envisage Edge Webinar Series, hosted by Chief Investment Officer, Alexander Reed.

🧠 Topic: Mid-Year Market Update: How Far, How Fast, What’s Next

💡 In this presentation, Alex will be giving a mid-year market update, focusing on the first two quarters of 2026 and where we’re headed next.

‼️ Webinar Details:
Date: Wednesday, June 10th
Time: 9:00am PT/12:00pm ET

➡️ Register online here: https://www.ameripriseadvisors.com/team/envisage-wealth/events/

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Join us in wishing our 5 team members in June a very Happy Birthday! We're so grateful for each and every one of you. Cheers to another year, we hopeit's the best one yet!

NEW JOB OPPORTUNITY! 🚨

We are looking for a talented Client Wealth Specialist to join our team in our Calabasas Office!

The Client Wealth Specialist will play a key role in supporting a top producing advisor by managing client relationships, coordinating service activities, and ensuring a high quality, seamless client experience.

This role combines client service, operational support, and business development coordination in a fast-paced advisory environment.

💼 More Job Details on Indeed: https://www.indeed.com/viewjob?jk=7aab9c8b64efc551&from=shareddesktop_copy

💻 TO APPLY: Submit resume with cover letter and references to [email protected].

EXCITING NEWS! 🍼👶🐣

Please join us in congratulating Austin Gossett and his wife, Brie (Envisage alum!) on the birth of their beautiful baby girl, Averie!

Averie was born on April 29th, and she is loved to pieces. Congratulations, Austin and Brie on this exciting new chapter! Rest up!

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/

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.