VisionQuest Wealth Management
VisionQuest Wealth Management is a boutique wealth management firm that caters to a limited number of individuals, families, and businesses. We deliver a promise to each and every one of our clients and to you that we will provide personalized and customized solutions. Additionally, we will invest the time to learn your whole story, your journey, those things you enjoy most in your life, and where you want to go now as well as over time. By understanding you, we are able to deliver strategies and solutions that are built with only you in mind.
VisionQuest Wealth Management is committed to revolutionizing the way wealth is managed. We help crystallize your overall vision and work towards the attainment of your goals. We will never offer a single, rigid financial product or solution, but expert team advice and a dynamic approach towards managing your wealth.
Taken at face value, traditional financial planning is a static approach and doesn’t tend to build flexibility into life changes that will inevitably occur. Our team takes the approach of building strategies that are tailored to each individual and family. Through our discovery of your visions, values and goals, we are able to provide a customized assessment to assist each client in achieving their life and financial goals.
Our proactive approach allows us to identify both opportunities and risks that occur due to life events. We build flexibility into the way we manage your wealth so that when life throws curve balls, we are ready for them. And as your personal CFO, VisionQuest Wealth Management recognizes that no two clients are alike and that each individual has a different “financial DNA.”