Envoy Wealth Management LLC

We're not your grandfather's financial advisor. Families & small biz owners. [Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC.]

[Envoy Wealth Management LLC @EnvoyWealth]

I am honored to announce that I have received an @investmentnews Class of 2022 40 Under 40 award! This award reflects my commitment to my clients, community, and partners. To learn more about my contributions to the community, please read the full release: https://t.co/sLZOqEfAGJ

[Envoy Wealth Management LLC @EnvoyWealth]

Everything we have in this country we owe to our Veterans. Today, and every day, I hope you feel loved, thanked, and appreciated for the sacrifices you made for our nation. 🇺🇸

#VeteransDay #veteransupport #FinancialPlanning #envoywealth

[Envoy Wealth Management LLC @EnvoyWealth]

If you work with me, I was thinking about you on Tuesday morning while casting my ballot. As a financial advisor, I always have my clients' best interests at heart, especially on election day. 🇺🇸
#election #financialadvisor #financialplanning #retirement #envoywealth

[Envoy Wealth Management LLC @EnvoyWealth]

View my verified achievement from @NAPA401K. https://t.co/X0b1nYcZhq via @credly

[Envoy Wealth Management LLC @EnvoyWealth]

Loss aversion is a cognitive bias that explains why people feel the pain of loss 2X the pleasure of gain.

It’s a reminder to me that I give clients peace of mind knowing they have a plan in place.

#behavioralfinance #lossaversion #nwi #theregion #envoywealth #FMGmarketing

[Envoy Wealth Management LLC @EnvoyWealth]

Today, Envoy is six years old. Working with Northwest Indiana/Chicagoland (and beyond) business owners and families is what gets me out of bed every morning. A big 'thank you' to everyone who's come along on the ride.

#financialplanning #nwi #theregion #envoywealth

[Envoy Wealth Management LLC @EnvoyWealth]

Last week in Orlando with @CambridgeIBD was a whirlwind of learning, collaboration, seeing old friends, meeting new ones, and yes, having a little bit of fun, too. #conference #cambridgeignite #somethingwonderful #envoywealth

[Envoy Wealth Management LLC @EnvoyWealth]

Got a pedicure recently. I usually avoid this kind of self-care.

Is this how you view getting help with your finances? You know it would benefit you but you hesitate and make excuses not to, at your own peril.

Push those excuses aside and get your money the self-care it needs!

[Envoy Wealth Management LLC @EnvoyWealth]

Had a great time in Boston this week for the Ripcord Partners Annual Meeting, catching up with old friends, meeting new ones, and taking in a few days of sessions to keep me on the cutting edge of the financial services industry.
#financialadvisor #nwi #ripthecord #ripcon2023

[Envoy Wealth Management LLC @EnvoyWealth]

This is my friend Tina. Up until recently, Tina owned a barber shop up in Whiting.💈

Last month was my last haircut from Tina. This picture was taken right after.

Tina chose to retire on her own terms and I couldn't be happier for her.

Congrats Tina! You earned it! 🎉

[Envoy Wealth Management LLC @EnvoyWealth]

This message provides a look at how variable rates of return impact investors over time. https://t.co/qAuFr5ggAK

[Envoy Wealth Management LLC @EnvoyWealth]

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile. #RiskTolerance https://t.co/UgquF4e63i

[Envoy Wealth Management LLC @EnvoyWealth]

Check out this video on taxes. #IncomeTax https://t.co/rItDJLYpxD

[Envoy Wealth Management LLC @EnvoyWealth]

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt. #CreditCard https://t.co/CvedErUfzG

[Envoy Wealth Management LLC @EnvoyWealth]

#Marriage changes everything, including your #insurance needs. Here are some things to look out for https://t.co/0p2ok4amLi

[Envoy Wealth Management LLC @EnvoyWealth]

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability. https://t.co/GLeqS2IesP

[Envoy Wealth Management LLC @EnvoyWealth]

The market is as unpredictable as the weather. We’re here to help you prepare. https://t.co/My4wGXoUCH

[Envoy Wealth Management LLC @EnvoyWealth]

Self-employed? Learn more about your retirement plan options. https://t.co/gf8kbLRacU

[Envoy Wealth Management LLC @EnvoyWealth]

Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance https://t.co/3WvXfmZvHK

[Envoy Wealth Management LLC @EnvoyWealth]

Could your portfolio benefit from a zero-coupon bond? https://t.co/Be2Qo6gSZo

[Envoy Wealth Management LLC @EnvoyWealth]

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid? https://t.co/KLccqdtQIo