Financial Management | Financial Advisor | Financial Strategy

Customized wealth management and comprehensive financial planning for the Bloomfield Hills community from a financial advisor you can have confidence in.

Our first priority is helping you take care of yourself and your family. That's one of the reasons we offer a complimentary financial review.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let’s start a conversation and get to know each other.

We look forward to working with you now and for years to come.

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You Deserve To Pursue Financial Freedom

As an independent financial advisor, Matt's first priority is helping you take care of yourself and your family.

At Vision Wealth Management, we help you find your focus, clearing a path through the maze of complex issues that you face at every stage of life.

Our commitment to honesty, integrity, and comprehensive service shape what we do every day, as we provide our clients with personalized financial guidance.

Whether your focus is on building your nest egg, retirement planning, or leaving a legacy, we can help.

Schedule Your Free Financial Review

A Personalized Financial Strategy Tailored To Your Specific Financial Goals

As independent financial advisors with a fiduciary focus, dedicated to serving our neighbors in the Bloomington Hills community, the plans and strategies we construct are tailored to our clients' precise objectives and risk tolerance.

We provide competent and prudent planning advice that helps them make sound financial decisions, while delivering robust service and valuable communication.

We know that this business is all about honesty and showing value to our clients. Therefore, we provide a complimentary financial plan and investment review to new clients in order to demonstrate our value. Let’s start a conversation and get to know each other!

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

"Employ your time well, if you mean to gain leisure." - Benjamin Franklin

Keys to Identifying and meeting your financial goals

Your Wealth Management Team

Years of financial management experience have prepared us to help you identify and work toward your financial goals, and to guide you through your life transitions.

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Crafting Our Clients' Customized Financial Plan

We create financial strategies that are tailored to your specific needs and financial goals and offer a complimentary financial review.

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The Financial Management Process

Trust. Honesty. Integrity. Our financial process is molded by our belief that values matter, and we live by ours every day while crafting independent financial strategies tailored to your specific financial needs.

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Providing Financial Services Tailored to the financial goals of our clients

We provide our clients with competent and prudent planning advice crafted to their unique goals and needs. We also provide information and education that helps them make sound financial decisions, while delivering robust service and valuable communication.

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Financial Advice You Can Understand

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our robust client education library has articles, videos, financial calculators and more so that you can feel confident in your financial future.

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Have a Question? Contact Us or Schedule an appointment today!

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