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.

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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

Managing Cash Flow to Ensure You Never Outlive Your Money

Over the past 42 years, I have had the privilege of speaking with thousands of individual investors and during the process of getting to know their needs, desires and family goals, we always discuss concerns.   Of those concerns, only a very small percentage are fortunate enough to have no worries or uneasiness about outliving their […]

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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 […]

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Richmond, VA
Charlotte, NC
Raleigh, NC