Vision Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vision Wealth Management serves individuals (including high-net-worth clients), corporations, charities, and pension and profit-sharing plans, delivering comprehensive financial planning, targeted financial consulting, discretionary portfolio management, and retirement plan consulting. The firm also participates in multiple LPL Financial–sponsored advisory programs and offers portfolio management through a wrap fee program.
The firm constructs customized portfolios from model allocations and may employ asset allocation, tactical asset allocation, fundamental and technical analysis, and modern portfolio theory; it seeks discretionary authority to implement and rebalance portfolios and allows clients to impose written investment restrictions. Vision integrates third‑party manager access and LPL’s suite of solutions — including algorithm-driven Guided Wealth Portfolios and other model-based programs — and communicates program-based advice electronically when appropriate.
Distinctive features include managing roughly $81 million for 416 clients with two advisors, a client load per advisor exceeding 200 which is uncommon for similarly sized supported firms. The firm also sponsors a wrap program for individualized portfolio management and has an affiliation with an insurance agency (its principal is a licensed insurance agent and the owner of a licensed insurance agency), and it is dually registered to work with LPL while also using Charles Schwab for custody — a combination of relationships that is less typical among peers.
Client services
Expertise
Fee options
Comprehensive financial planning fixed fee $1,500 (negotiable)
$0+: Up to 1.50% annually (negotiable) for portfolio management services $100,000+: Manager Access Select Program minimum account size (varies, generally $100,000) $10,000+: Optimum Market Portfolios minimum account size $250,000+: Personal Wealth Portfolios minimum account size $25,000+: Model Wealth Portfolios minimum account size $5,000+: Guided Wealth Portfolios minimum account size
Advisory representatives may earn commissions from insurance products and securities sold outside advisory accounts; no commissions on advisory accounts
Financial consulting services hourly rate of $200 (negotiable)
Account minimum: $5,000 Fee-only: Financial planning fixed fee $1,500 (negotiable); Financial consulting hourly fee $200 (negotiable)
Main office
See office2000 Oakley Parkway, 204 E
Commerce Twp MI 48390
Advisors at this office
1
Offices (2)
Most active in
Florida · Illinois · Indiana · Michigan · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Matthew S
Series 66
Commerce Twp, MI
Vision Wealth Management, Inc.
Matthew Saltzgaber is a financial advisor at Vision Wealth Management, Inc., holding a Series 66 designation with 12 years of industry experience. His career includes roles at LPL Financial, FSC Securities Corp, and ZF TRW Automotive Holdings Corp. He is involved in investment advisory services through Vision Wealth Management, an independent registered investment advisor. Vision Wealth Management serves individuals, corporations, charities, and retirement plans by providing financial planning, portfolio management, and consulting services. The firm utilizes customized portfolios based on model allocations and integrates third-party manager access alongside LPL Financial’s solutions, managing approximately $81 million for over 400 clients.
Frederick D
Series 66
Germantown, TN
Vision Wealth Management, Inc.
Frederick Dewald III is a financial advisor at Vision Wealth Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and First Light Financial Incorporated. Dewald is also an assistant professor of finance at the University of Memphis. Vision Wealth Management serves individuals, corporations, charities, and retirement plans by providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs customized portfolio strategies incorporating various analytical approaches and offers access to third-party managers and model-based investment programs.
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