Shared Vision Wealth Group

Overview

Shared Vision Wealth Group is an independent registered investment advisor organized as a limited liability company and SEC-registered in 2023. The firm serves individual and family clients and positions itself as a capital allocator, selecting third‑party managers as part of its advisory work. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm charges fees based on a percentage of assets under management and also uses fixed and hourly fee arrangements. Shared Vision does not identify as an active ESG investor and is not a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices