Connect
To Top

Inspiring Conversations with Jeffery Chaddock of Envisage Wealth

Today we’d like to introduce you to Jeffery Chaddock.

Alright, so thank you so much for sharing your story and insight with our readers. To kick things off, can you tell us a bit about how you got started?
I was adopted as a baby – 6 months of age. I grew up in Belpre Ohio, of modest means. I am gay, dyslexic, and colorblind, so my whole life I have felt different. In Boy Scouts, I quickly discovered capitalism…. we sold boxes of chocolates for $5, and rather than go door to door to sell the boxes I elected to go to the hospital during business hours to sell the chocolates. I was able to go room to room and often sell 5 boxes for each room. This was the seed that was planted to understand thinking big and thinking different than others.

Fast forward to college, where I attended Ohio University. I continued finding business opportunities such as renting VCR machines and tanning beds to Sorority’s. My most successful venture was selling exam survival kits for parents to send their children. In college, I also started becoming interested in and learning about buying and selling stocks. The motive was to have money work harder for me than I did to earn it. In parallel of helping myself, I have found a passion in helping others discover the wonders of compounding interest. The mission of helping others is the common denominator for what I have been doing the past 38 years.

Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
One of my favorite Matras is: if something is extraordinary, it is probably not easy” and that is true for my journey as well. Periods of time like 2008 (financial crisis), provide major learning, and extreme maturity and empathy that was not as strong before the crisis. In general, each bend and turn in the journey, while often negative at the time, has played a central role in shifitng priorities and development.

Great, so let’s talk business. Can you tell our readers more about what you do and what you think sets you apart from others?
Envisage Wealth is a Financial Advisory practice of Ameriprise Financial. We have 80 dedicated individuals on our team who strive to put our clients at the forefront of everything we do. Our mission is together, we propel people to live a more fulfilling life one person, one family, and one community at a time. We achieve this through comprehensive financial plans that are carefully curated by our-in-house financial planning and investments team to fit each client’s individual long-term goals. Our service is second to none, because we put clients first.

How do you think about luck?
Luck has always been on my side, however, a combination of luck AND mentorship from others has been the driving force for success in each and every initiative. I personally do not believe luck alone provides for success.

Pricing:

  • No

Contact Info:

Two men, one standing and one sitting at a table, smiling indoors with a dark wall and light-colored wall behind.

Group of ten people smiling indoors near large windows, some holding drinks, in casual attire.

Man speaking into microphone at event, wearing suit and white shirt, with audience in foreground.

Man speaking at podium outdoors with trees and greenery in background.

Suggest a Story: VoyageOhio is built on recommendations from the community; it’s how we uncover hidden gems, so if you or someone you know deserves recognition please let us know here.

Leave a Reply

Your email address will not be published. Required fields are marked *

More in Local Stories