Everyone has a Visionary Horizon… What’s Yours?
At Visionary Horizons Wealth Management Group, we are financial coaches and life planners. We have developed a unique concept in wealth management, the Community Family Office™ where we took the concept of a “family office” and reinvented it into a holistic and personal approach to helping client families and businesses manage their financial and personal lives as well as those within their communities.
The most unique aspect of the Community Family Office™ uses our innovative products and services that enhance our client and community engagements and extends this to our internal community family of advisors. You see, at Visionary Horizons we understand the entrepreneurial desires of investment advisors whether just beginning your career or whether you have been practicing for years with an established Book of Business. We know that it is an extremely difficult balancing act of being a true fiduciary to your clients while effectively managing the operations of an RIA, so why not consider our Community Family Office™ as a practice management resource to help you broaden your level of independence for running your own business on your own terms?
As a member of our Community Family Office™, we offer the following.
Our investment advisors came to us to help define their Visionary Horizons as entrepreneurs, and they stick around to remain a member of our Community Family Office™.
How may we help you with your Visionary Horizon?