Who We Are
What We Do
Why We Do It
Our Process
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.
Download Our Free App
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
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Keeping Good Records is Good Business
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Estimate how much of your Social Security benefit may be considered taxable.
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Assess how many days you'll work to pay your federal tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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This questionnaire will help determine your tolerance for investment risk.
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Determine your potential long-term care needs and how long your current assets might last.
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Use this calculator to estimate your capital gains tax.
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There are some smart strategies that may help you pursue your investment objectives
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Using smart management to get more of what you want and free up assets to invest.
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A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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A presentation about managing money: using it, saving it, and even getting credit.
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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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Smart investors take the time to separate emotion from fact.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.