Vision Wealth Management, Inc.

Overview

Vision Wealth Management, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves individual and family clients and combines advisory services with registered representative activities through a broker-dealer relationship. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed-fee engagements. The firm is not positioned as an ESG-focused allocator and maintains an insurance-company industry affiliation that complements its product mix.

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Public Holdings

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Location & Offices