Naples, FL Office

Visionary Wealth Advisors provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, business entities and retirement plans, and also accepts advisory engagements for clients of other advisors under contractual arrangements. The firm manages the large majority of client assets on a discretionary basis and also advises on assets maintained outside clients’ primary custodians, such as variable insurance products and employer‑sponsored plans.

The firm uses model‑based strategies and separately managed account options, offering Model Portfolios and Model Accounts that are either designed by VWA’s Investment Committee or provided by independent third‑party managers, while allowing clients to select an investment adviser representative whose philosophy aligns with their objectives. VWA’s investment process combines fundamental, technical and cyclical analysis with an asset‑allocation framework derived from Modern Portfolio Theory and involves continuous portfolio monitoring and periodic reviews.

Distinctive features include that VWA sponsors and manages a wrap fee program and retains responsibility for designing internal model strategies, a structure that creates a financial incentive when its own committee’s models are selected in lieu of third‑party strategies. The firm also deploys a mix of employee and independent‑contract IARs and discloses that several supervised persons are licensed insurance agents who may offer commissionable insurance products, both of which are potential conflicts clients should consider.