Visions Wealth Management, formerly known as Visions Investment Services, was established in 2004 with the goal to partner with Visions Federal Credit Union & community members like you to help you pursue success in your financial endeavors. From there, Visions Wealth Management grew in part through acquisitions of local firms, which added to our advisor count and back office team, and by providing additional internal career development paths for Visions Federal Credit Union staff. Visions Wealth Management has grown to now include a highly skilled team of professionals with advanced industry credentials. This has expanded our capability to address clients’ needs throughout the credit union’s three-state footprint and beyond.
There are many ways we help you work towards achieving financial independence. We welcome all members, regardless of income, age, profession, or circumstance, to reach out for a no cost, no obligation first appointment.
Our wealth management advisors believe in a relationship-based practice which strives to meet the needs of our clients through holistic conversations and planning.
Our advisors know that your assets and income are only half the story — they take the time to get to know what is important to you and help plan for your future accordingly. They get to know your values, your goals, and your financial picture, both where you are at and where you want to be. Money matters to people, and people matter to us.
Visions Wealth Management is proud to announce that we have been recognized and ranked by Forbes as a top 250 Registered Investment Advisor (RIA) in the country! Thank you to everyone at Visions Wealth Management and to all of our clients for helping us achieve this accomplishment.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For larger RIA firms, SHOOK focuses on individuals or teams. Visions Investment Services is a financial services team comprised of multiple financial professionals that provide advisory services through LPL Financial, an SEC registered investment advisor.