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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
There are things about Social Security that might surprise you.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn about the risks of not having health insurance in this informative article.
Understanding the types of extended care services—and what those services could cost—may be critical.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all your options when it comes to managing your taxable income?
Do you have causes that you want to support with donations?
$1 million in a diversified portfolio could help finance part of your retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
A couple become Retirement Plan Detectives, searching records from old employers.
What does your home really cost?