Who We Are
We are a team of experienced professionals with a variety of financial backgrounds.Learn More
Who We Are
What We Do
We offer comprehensive wealth management services that address a variety of financial concerns.Learn More
What We Do
Why We Do It
Simply put: we care about our clients. We want to make a difference in their lives by offering ongoing guidance.Learn More
Why We Do It
We are uniquely positioned to look at both the qualitative and quantitative aspects of our clients’ lives.Learn More
The Elements of Wealth Management
At Vision Capital Partners, we have decades of combined experience helping clients take a comprehensive and holistic approach to their financial situation. Investment Consulting is at the core of what we do. Our disciplined investment philosophy is based on years of independent academic research and serves as the foundation for more complex planning strategies.
The four components of Advanced Planning address methods for enhancing, preserving and ultimately transferring your wealth. As your personal CFO, we coordinate efforts with your other advisors to form a collaborative team providing you with confidence and peace of mind.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
When you’re married and have children, insurance needs will be different.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.