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.
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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.
Helpful Content
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.