A complete list of active advisors currently associated with VisionX Wealth Partners

Warmer can help you find a great advisor at VisionX Wealth Partners or one who fits your needs even better.

VisionX Wealth Partners serves individuals, retirement plans, trusts, corporations and other entities, providing wealth management, financial planning, and qualified retirement plan advisory services. The firm delivers discretionary portfolio management through a sponsored wrap fee program and also offers standalone financial planning and plan‑sponsor education and enrollment support. The firm implements portfolios using a blend of analytical techniques — including charting, fundamental, technical, quantitative analysis, and modern portfolio theory — and typically follows institutional asset‑allocation strategies (including SEI portfolio options) through its custodian relationships. Managed accounts may include a broad set of instruments (cash equivalents, bonds, stocks, ETFs, options, variable‑annuity subaccounts and other alternative or derivative securities), and accounts are reviewed at least quarterly for suitability and restrictions. Compared with peers, VisionX is notable for servicing a high number of client relationships relative to its advisor capacity (more than 200 clients per advisor), sponsoring its own wrap fee program where its advisory representatives act as the program’s portfolio managers, and maintaining an insurance affiliate with licensed insurance activity that is disclosed as a potential conflict of interest. The firm also emphasizes employee education and workshops for retirement plans and reached roughly $110 million in discretionary assets under management within a short operating history.

To learn more about the advisors currently working at VisionX Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.