Vision2020 Wealth Management Corp.

Overview

Vision2020 Wealth Management Corp. is a corporation operating as an institutional registered investment adviser, SEC-registered since 2010. The firm functions as a capital allocator and provides advisory services that include selecting other investment advisers rather than relying solely on in-house portfolio management. Its pricing model is percentage-of-AUM based. Vision2020 is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not a pension consultant. The firm has affiliations across the financial services ecosystem, including broker-dealer, trust company, insurance company, sponsor/GP roles in pooled vehicles, and other investment adviser relationships.

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Location & Offices