Financial Consulting

VisionQuest Wealth Management has a great deal of experience with helping you move your wealth to the next level. We excel at working with you to evaluate your current financial picture and then put a new or revised plan in place to spur growth. Whatever your goal may be, we will work towards making it a reality.

Goal-Based Investing

At VisionQuest Wealth Management, investment principals, portfolio efficiency and risk management are defined from the viewpoint of the client. Based on our custom measure of portfolio efficiency and risk, we create investment solutions by matching each goal with a specific strategy rather than creating a single overall portfolio.

Risk Management

Within the mission of protecting our clients’ income, family, legacy and all that they have accomplished, the VisionQuest Wealth Management team provides insight, counsel and execution. Different stages of a client’s life require different techniques and methods for valuing and addressing risk. We appreciate that not everyone faces the same risks, and we work to ensure that our clients and their loved ones are not subjected to undue turmoil or catastrophe.

Tax Planning

You can’t avoid taxes, but you can avoid overpaying them. Not only can VisionQuest Capital often save clients money at the end of the quarter or the end of the year, we help them develop long-term tax minimization strategies to pay less taxes over time. When you have wealth, taxes should be a year-round part of your financial management activities.

Benchmarking/Forecasting/Budgeting

VisionQuest Wealth Management and VisionQuest Capital can work with you on a routine basis to help design your strategic plan for the future. We understand the need to have a dynamic approach to achieving your long-term strategies and goals, so we assist with forecasting the effects of anticipated growth as well as unexpected events and expenses.

Estate Planning

VisionQuest Capital has developed an approach that is anchored in personal discovery, expertise, education, simplicity and flexibility. We help clients balance control and flexibility with more pragmatic concerns such as tax efficiency, disposition of assets, and management and protection of assets. Our team helps you, your estate attorney and your tax advisors in all aspects of developing and managing a personalized estate plan.

Data Aggregation System

Every individual’s financial information should be kept in the strictest confidence. However, because financial information is document-intensive, shared by multiple service providers (such as attorneys, accountants, bankers and so on) and transmitted by email, confidentiality may sometimes be in question. VisionQuest Wealth Management’s data aggregation system is a unified, secure, online space for obtaining up-to-date reviews, and updates on current activities.

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