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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Couples may be able to head off many of the problems in a marriage that money can cause.
Understanding the economy's cycles can help put current business conditions in better perspective.
The uncertainties we face in retirement can erode our sense of confidence.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Technology tips to make your next trip even better.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
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.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.