Vision Wealth Management Group

1668 South Telegraph,

Suite 250C
Bloomfield Hills, MI 48302

Investment Portfolio Stewardship

Investment Planning

We provide robust investment portfolio stewardship, including:

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investments
  • Frequent meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio
  • Recommendations regarding allocations within your employer-provided retirement plans such as 457s, 401(k)s, TSP
  • Aggregation of all your accounts to simplify and reduce paperwork 
  • Independent third party evaluation of your risk tolerance
  • Quarterly Statements
Full-Service Financial Management

Full-Service Financial Management

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.