Oracle Wealth Management
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Oracle Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC
We are proud to announce Paige Schober is stepping into a new role as Financial Advisor. Her background in operations with our team for the last 8 years provides a strong foundation to serve clients and she is excited to have an even greater impact in this next step. Congratulations Paige!
05/29/2026
Happy 5/29 Day!
529 plans can be a helpful way to save for education—but there are a few details many people don’t realize:
• Contributions must be made in cash (not stocks or mutual funds)
• Investment changes for existing funds are generally limited to twice per year
• Rules for K-12 expenses can vary by state
Understanding how these accounts work can help you make more informed decisions along the way. https://bit.ly/4nYwQky
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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 |
