Visions Wealth Management, formerly known as Visions Investment Services, was established in 2004. Since then, Visions Wealth Management has grown to include a highly skilled team of professionals with advanced industry credentials. As our team has grown, so has our capability to address clients’ needs throughout the credit union’s three-state footprint and beyond. As Visions Wealth Management continues to work with members of Visions Federal Credit Union, the goal is – and always been – to help community members like you pursue success towards your financial goals.
We welcome all to become clients, regardless of income, age, profession, or circumstance to reach out for a no cost, no obligation initial consultation.
Our Wealth Management Advisors believe that by creating a strong partnership with their clients, they can create recommendations that are unique to you. Our advisors know that your assets and income are only half the story. In taking the time to get to know what is important to you — your values, your goals, and your financial picture, both where you are at and where you want to be — our advisors can give unique recommendations that are in their clients best interest and work with them over time to implement, monitor, and adjust as needed.
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.