VISION WEALTH MANAGEMENT, INC.

Overview

Vision Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves mainly individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project work. The adviser does not position itself as a capital allocator or as an active ESG investor. It maintains an industry affiliation with an insurance company and appears to combine advisory services with insurance distribution where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices