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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Learn when it may not make sense to file a claim on your home insurance.
Currency has been around for a long time. Here’s a quick history lesson.
Marriage changes everything, including your insurance needs.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Building wealth requires protection from the forces of wealth destruction.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When do you need a will? The answer is easy: Right Now.
Understanding the cycle of investing may help you avoid easy pitfalls.
$1 million in a diversified portfolio could help finance part of your retirement.
The decision whether to buy or rent a home may have long-term implications.