9200 South Hills Blvd., Suite 310,
Our name aptly describes the work of our Associates. Wealth management is defined as an investment-advisory discipline that incorporates financial planning, investment portfolio management, and related financial services. Our firm has been structured for our Associates to be able to act as the primary resource to provide clients with advice, services, and products that can enable each to achieve their personal or business financial goals. This all-encompassing planning approach requires Associates to 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. Many firms have limited knowledge in some or many of these planning areas.
Vision Wealth Management, LLC has positioned itself to support our Associates planning work in all areas that may impact our client’s financial lives. Our affiliations with Cetera Advisor Networks LLC, Financial Management Strategies, Inc., and Plancorp, Inc. enables our Associates to have the resources of a national firm but in a local and independent environment. As an independent firm, there are no proprietary products, obligations to product manufacturers, or incentives to sell any specific product. Associates can provide the solution that is in the best interest for each client’s situation free from any directive that might create a conflict of interest. Our knowledge, resources, and independence are to your advantage.
Although Associates develop their own practice model, areas of focus, and client base, Vision Wealth Management, LLC provides a wide range of back office, technology, planning, compliance, and marketing assistance to support each Associate’s efforts. We also work with you to develop a practice management model that can enable you to grow and better manage your practice.
A number of our Associates have established collaborative practice arrangements with other Associates that have a different field of knowledge. Others have developed relationships with outside professionals as a source for client referrals. As an organization, we actively seek and help finance practice acquisitions to help Associates grow their client base. We also provide the opportunity for Associates to work with our staff to create a business and marketing plan to better connect with existing clients and reach out to referrals and other prospects. Our focus as an organization is to help each Associate grow professionally and add value to their practice. Being independent does not mean being alone.
Associates can select a business model and location based upon their personal goals and needs of their clients. Vision Wealth Management, LLC has offices in Pennsylvania, Nevada, Texas along with multiple locations in Ohio. Some advisors may feel more comfortable moving into an independent environment as part of an established organization. For those individuals, we provide everything needed to start a practice including professional office space, staff support, phones, state-of-the-art technology and support, and conference facilities. Regardless of the platform selected, Vision Wealth Management, LLC is committed to partnering with its Associates and providing the needed resources to help each grow a successful practice. The firm provides all new Associates with transition support and compensation; technology setup and training; marketing support utilizing Cetera’s “Marketing Central” program; and social media marketing to clients and prospects. Associates have the benefits of being part of a large firm while retaining full ownership of their clients and practice.
Planning knowledge and systems. Wide array of products, services, resources, technology, and support. Commitment to marketing. Choice of business models. Independence. These are a few of the many reasons you should look at joining Vision Wealth Management, LLC!
For more information about our organizations and Cetera Advisor Networks LLC or to schedule a confidential telephone call or meeting, please send an email to: email@example.com