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Wealth Planning & Investment Firm

  

Why Vision Wealth

Experience.

Our team brings more than 35 years of collective financial services industry experience. Vision Wealth founder, Brent Johnson  is among a select group of planners who have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional.

Collaboration.

You benefit from the shared insight, knowledge and best practices of our professional team working together to help ensure your needs always come first. Our collaborative team approach ensures that we serve you in a proactive, timely and responsive manner.

Coordination.

We believe that open communication with your tax and legal professionals is critical to helping ensure your tax, estate and investment planning needs are aligned with your objectives. We are happy to work with your existing team of attorneys or tax advisors to coordinate strategies. For your convenience, we can also provide you with referrals to the outside professionals (CPAs, attorneys) we work with on a regular basis.

Discipline.

We adhere to a disciplined process  in the development of strategies specific to your needs, offering trusted guidance, objective advice and full transparency. That means no hidden fees and no hidden agendas. Your best interests come first. Adhering to discipline in challenging markets and economic cycles is paramount in working towards the goal of success. Switching investment theories and processes every year would be akin to attempting a new diet every year. We find we are much more successful sticking to our clear process and client-specific strategies.  

No strategy can assure success or fully protect against loss. Investing involves risk, and it is important to understand the risk and objectives of each strategy before investing. Past performance is no guarantee of future results.

Learn more about Our Approach

 

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