Our Organization

Vision Wealth Management, LLC. The name aptly describes the role our Associates play in the lives of their clients. The term “Wealth Management” has been defined as an investment-advisory discipline that incorporates financial planning, investment portfolio management, and related financial services. This all-encompassing definition requires that our Associates have a wide breadth of knowledge or have access to resources in all financial related areas for their clients. These areas include, among others, asset allocation and investment planning; risk management and insurance; college funding options; employee benefit plans and individual health care; tax planning and minimization strategies; estate planning; and retirement planning including Social Security benefit claiming strategies and health care options. Through ongoing professional, personal, and proactive advisory relationships with our clients, our Associates act as the primary resource to provide clients with advice, services, and products that will help enable each to create, grow, organize, and protect their wealth.

Vision Wealth Management, LLC is an independent financial services organization. That business model ensures that our Associates have the autonomy and discretion to provide the best solution for each client’s situation free from any directive that might create a conflict of interest. There are a number of firms that support our Associates and provide the needed resources to better serve our clients. If you have questions about any of these firms or the role they have in serving specific client needs, please feel free to ask your Associate. The following are the organizations and a brief description of the services they provide to our clients.

Our Broker-Dealer - Cetera Advisor Networks LLC
The Parent Firm – Cetera Financial Group
Our Custodian – Pershing LLC

Financial Management Strategies, Inc.
Mid Atlantic Trust Company
Plancorp, Inc.

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