Vision Wealth Management, Inc.

Overview

Vision Wealth Management, Inc. is an independent, privately owned wealth advisory firm organized as a corporation that focuses on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its advisers operate as registered representatives of a broker-dealer and maintain an affiliation with an insurance company, which complements their product set. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements. The firm is state-registered in Florida, Illinois, Indiana, Michigan, and Tennessee.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices