Financial Management Strategies, Inc. (FMS) provides investment management, financial planning, and retirement plan services to clients working with Associates of Vision Wealth Management, LLC. FMS is independent and not affiliated with Cetera Financial Group. For investment management clients, however, Pershing LLC acts as the custodian for assets managed by FMS and Cetera Advisor Network LLC is the broker-dealer for those accounts. Assets for retirement plan accounts are separately held with Mid Atlantic Trust Company (MATC) acting as custodian. FMS is an SEC-registered investment advisory firm. Associates are separately registered as “Investment Adviser Representatives” of the firm.
