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(248) 735-8470  MICHIGAN(419) 824-8200  OHIO 

Wealth Management Services

At Vision Capital Partners, we offer a comprehensive suite of services designed to address your specific needs, wherever you are in life. We work with you as a team to develop plans aligned with your values. Our services include:

Investment Management

Based on your individual goals and risk tolerance and utilizing our disciplined investment philosophy, we work with you to develop a diversified portfolio. Our portfolios may include:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Alternative Investments
  • Variable Annuities

Financial Planning

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with the following strategies:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Estate Planning
  • Cash Flow Analysis

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

Contact us today to learn more about how our personal, holistic approach to financial planning can help you and your family reach your goals.