Who We Are:
Boutique Wealth Management Firm
VisionQuest Wealth Management is a boutique wealth management firm that caters to a limited number of individuals, families, and businesses. We deliver a promise to each and every one of our clients and to you that we will provide personalized and customized solutions. Additionally, we will invest the time to learn your whole story, your journey, those things you enjoy most in your life, and where you want to go now as well as over time. By understanding you, we are able to deliver strategies and solutions that are built with only you in mind.
A Brief History:
Revolutionizing Wealth Management
VisionQuest Wealth Management is committed to revolutionizing the way wealth is managed. We help crystallize your overall vision and work towards the attainment of your goals. We will never offer a single, rigid financial product or solution, but expert team advice and a dynamic approach towards managing your wealth.
What We Believe:
The VisionQuest Difference
Taken at face value, traditional financial planning is a static approach and doesn’t tend to build flexibility into life changes that will inevitably occur. Our team takes the approach of building strategies that are tailored to each individual and family. Through our discovery of your visions, values and goals, we are able to provide a customized assessment to assist each client in achieving their life and financial goals.
Our proactive approach allows us to identify both opportunities and risks that occur due to life events. We build flexibility into the way we manage your wealth so that when life throws curve balls, we are ready for them. And as your personal CFO, VisionQuest Wealth Management recognizes that no two clients are alike and that each individual has a different “financial DNA.”
How We Can Help You:
We create balance between your life and money
We begin by recognizing that each client is an individual and each situation is unique. We understand that goals are different, in both the time and resources they require to be achieved. The best strategies are those that are truly customized and that are designed to fully support the way you live your life. We can help you by providing a holistic wealth management approach delivered by people focused on providing high quality advice and attentive service.
What We Do:
We manage your wealth in the context of your life
We help to crystallize your overall vision and to work towards the attainment of your goals. We do not offer a single, rigid financial product or solution, but expert team advice and a value-based wealth management approach to the management of your money. Our team takes an approach of building strategies that are tailored to you through the discovery of your visions, values and goals. Video