Oracle Wealth Management

Oracle Wealth Management Oracle Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

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There is a lot that happens behind the scenes at Oracle Wealth Management.From reviewing financial plans and preparing f...
09/02/2026

There is a lot that happens behind the scenes at Oracle Wealth Management.

From reviewing financial plans and preparing for client meetings to answering questions and keeping projects moving, our team works together every day to support the individuals and families we serve.

Happy 26th Anniversary to Jimmy and Michelle!Twenty-six years of love, partnership, and making memories together is a wo...
08/28/2026

Happy 26th Anniversary to Jimmy and Michelle!

Twenty-six years of love, partnership, and making memories together is a wonderful milestone. Wishing you both a day filled with celebration and many more happy years ahead.

Congratulations on 26 years!

When financial decisions aren’t shared, the role of guidance can become even more meaningful.Ameriprise Financial resear...
08/27/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

Happy National Dog Day! 🐾Today is for the four-legged family members who bring the laughs, the loyalty and probably a li...
08/26/2026

Happy National Dog Day! 🐾

Today is for the four-legged family members who bring the laughs, the loyalty and probably a little extra fur to everything they touch.

Give your pup an extra treat, belly rub or walk today. And if you have a favorite dog photo, we’d love to see it!

August was Family Fun Month, and one thing we've loved seeing this summer is our team's adventures with the people they ...
08/25/2026

August was Family Fun Month, and one thing we've loved seeing this summer is our team's adventures with the people they love most.

It's been a summer full of memories worth celebrating.

We hope you've had the chance to make a few great memories of your own. Here's to soaking up the rest of summer with family and friends!

Some of the best conversations happen when you sit down, ask the right questions and really listen.Jimmy and Trey spend ...
08/24/2026

Some of the best conversations happen when you sit down, ask the right questions and really listen.

Jimmy and Trey spend a lot of time helping clients think through what matters most, from retirement and family goals to the bigger decisions that come with each stage of life.

Good planning starts with a good conversation.

https://bit.ly/46jF1Qg

Today is Senior Citizen Day — a day to honor the contributions, wisdom, and experiences of our older generations.It’s al...
08/21/2026

Today is Senior Citizen Day — a day to honor the contributions, wisdom, and experiences of our older generations.
It’s also a reminder of the importance of thoughtful planning to support a fulfilling and comfortable life at every stage.
https://bit.ly/4zux489

Did you know that if you're 50 or older, you can make catch-up contributions to your 401(k)? This allows you to contribu...
08/19/2026

Did you know that if you're 50 or older, you can make catch-up contributions to your 401(k)? This allows you to contribute extra funds, beyond the standard limit, to help you get closer to your retirement goals.

Let’s review your retirement plan and see how catch-up contributions can work for you. The earlier you start, the more prepared you’ll be for the future!

https://bit.ly/4xdYOMU

Last week, Jimmy joined other top Ameriprise Financial advisors at the Circle of Success National Conference in Denver. ...
08/18/2026

Last week, Jimmy joined other top Ameriprise Financial advisors at the Circle of Success National Conference in Denver.

We are happy to be a part of a firm that supports advisor development to enhance your experience as a client.

Charitable giving isn’t just generous; it can also be strategic. Whether it’s a local nonprofit or a national foundation...
08/17/2026

Charitable giving isn’t just generous; it can also be strategic. Whether it’s a local nonprofit or a national foundation, making a qualified charitable distribution from your IRA could benefit both you and the organization.

https://bit.ly/3S9jeaH

Address

6111 Shallowford Road, Ste 101
Chattanooga, TN
37421

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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