Vision Capital Management Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more.

  • About
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      • Christopher Anissian, APMA®
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
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Contact

Contact Us

If you are interested in more information about our services, fill out the form below and we will connect with you soon.

Contact Vision Capital The team at Vision Capital is pleased to offer comprehensive wealth management services, including financial planning and investment management, for our clients.

A minimum of $500,000 in investable assets is needed.

Want to visit? Come see us in Portland.

Our Address:

4380 S Macadam Avenue
Suite 350
Portland, OR 97239
Phone: (503) 221.5656 or (800) 707.5335
Fax: (503) 221.3966

Directions:

We are located on the 3rd floor of Watermark I. Watermark is a two-building campus along the Willamette River, off of Macadam Avenue.

It is best to access our office from the intersection of Macadam Avenue and Hamilton Court. From Macadam Avenue, head east on Hamilton Court. At the bottom of the hill, stop, cross the railroad tracks, and turn left onto Moody Avenue. Watermark I is the third building on the right (at the crest of the hill), past River’s Edge Hotel and just past Watermark II. Free visitor parking is available in front of Watermark I, along Moody Ave to the South near Watermark II, or in the garage under Watermark I. The garage entrance is located between Watermark I and Watermark II.

If you have trouble finding our location, or parking, please call us for assistance.

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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