Vision Wealth Management Group

1668 South Telegraph,

Suite 250C
Bloomfield Hills, MI 48302

Client Services and Communications

Client Services & Communications 

We offer thorough communication with our clients, including:

  • Newsletter to keep you apprised of the most current planning options
  • Quarterly, Semi-Annual or Annual Reviews
  • Secure online access to your accounts
  • Special reports on how to help reduce your taxes and other important topics
Your experienced financial advisor, taking care of the financial management needs of the Bloomfield hills community

Your experienced financial advisor, taking care of the financial management needs of the Bloomfield hills community

As your independent financial advisor, our services go beyond just investment advice. We have created our services to help clients in all aspects of their financial life.