919-433-3560

Your Wealth Aligned With Your Life

Our highly personalized system allows us to intimately understand what success means to you and to build a lifelong relationship that fosters success.

Learn More

How Can We Help You?

With VisionQuest You Are Our Priority

VisionQuest Wealth Management is committed to delivering the highest level of personalized service for our clients. Our boutique approach provides us the opportunity to build a client-led service model that is truly personalized to meet your needs. Our team understands that every client is unique and believes that every client should be trated as such.

VQ Perspective

2nd Quarter Investment Commentary 2017

The Take-Away In the 2nd quarter of 2017, reality set in for the Trump administration. This reality came in getting major reforms passed through Congress and specifically, health care and tax policy changes. And although this temporarily put the “brakes on” a more significant market rally for all of us, there was enough good news […]

Read More  

Latest News

VisionQuest’s Joe Baker interviewed on ABC News in Charleston

VisionQuest’s Senior Vice-President, Joe Baker, was recently interviewed by ABC News 4 television in Charleston, South Carolina regarding the Dow Jones Industrial Average (DJIA) moving to a historic high. See link:  http://abcnews4.com/news/business-news/expert-provides-insight-on-dow-jones-historic-day Joe explains in his interview that there are some psychological benefits when an index crosses an all-time high, but it has little significance […]

Read More  

Offices

United States

Richmond, VA
Charlotte, NC
Raleigh, NC