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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
What kind of auto insurance should you have? Do you know?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Read this overview to learn how financial advisors are compensated.
Ascertaining the value of your business is important for a variety of reasons.
It may help your business be better prepared in the event of the death of a principal or key employee.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, cracking the code on bonds.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you found yourself suddenly single? Here are 3 steps to take right now.