Jeffrey Knox
Managing Partner
216-642-1099
jknox@visionwealth.biz
Wealth management is defined as an investment-advisory discipline that incorporates financial planning,investment portfolio management, and related financial services. Vision Wealth Management, LLC has been structured for our Associates to be able to act as the primary resource to provide clients with advice, services, and products that will enable each to pursue their personal or business financial goals. Through a firm-wide development of professional, proactive and on-going advisory relationships with our clients, our Associates help clients to create, grow, organize, and protect their wealth. We are your wealth management advisors.