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At Vision Wealth, we replace financial guesswork with a clear, concise, and methodical plan. Our goal is to enable you to build, grow and preserve your finances to their full potential. We provide the wisdom, the investment framework and a steady hand to guide you through challenging financial markets and life circumstances.
Serving as your financial steward and trusted advisor, we simplify the complex as we lead you along the path to pursuing your goals with confidence throughout each important stage of your life:
- Strategies for highly compensated employees
- Strategies for small business retirement plans
- Key person insurance solutions
- Life and retirement planning
- Comprehensive investment management systems, processes and products
- Estate planning and trust services*
- Philanthropic and charitable giving strategies
- Risk management and long-term care insurance
We are grateful to each of our clients and their families for the enduring relationships we enjoy and for the trust they have placed in us to work towards the goal of nurturing, protecting, and growing a lifetime of wealth.
Your dedicated Vision Wealth team:
Brent Johnson, CFP,® ChFC
Jeff Wright, Operations Manager
Suzanne Schaub, MBA, Client Services Associate
*Vision Wealth, nor any of its members, are attorneys, and do not provide legal advice. For legal advice, please contact your legal professional.