Greybridge Private Wealth

Visionary Wealth Partners LLC provides investment management, financial planning, and retirement-plan consulting to a range of clients including trusts, estates, charitable organizations, corporations, and pension and profit‑sharing plans. The firm also advises on and allocates assets held inside insurance products such as variable life insurance and annuity contracts, and may implement strategies through Independent Managers.

The firm generally emphasizes passive investment management, using diversified, low‑cost index mutual funds and ETFs, asset allocation, periodic rebalancing, and tax‑aware considerations to align portfolios with client risk profiles. When appropriate, it selects and oversees independent sub‑advisers and may allocate among mutual funds, ETFs, individual securities and limited derivatives according to each client’s objectives.

Noteworthy for an investment‑manager filing, the adviser discloses an affiliation with the insurance industry via a licensed insurance professional and explicitly advises on assets maintained at underwriting insurance companies—an arrangement that is uncommon among peers. The firm also describes a formal process for selecting and monitoring Independent Managers (including relationships with providers such as SEI and Orion) and filed as a newly registered adviser with no reportable AUM at the time of its ADV submission.