Women Seeking Female Financial Advisors
We understand the collective impact and economic power women hold. How? As a firm founded and led by women, we are part of that collective group. We also know some women feel lost, intimidated by investing, or left behind because of life and societal circumstances beyond their immediate control: unequal pay, career disruptions due to raising families or caregiver responsibilities, the sudden loss of a partner, etc. We can relate to you as peers and we are especially motivated to help remove the barriers and access to smart investment management and financial planning that many women have faced in the past.
Listening is our top priority; you have unique needs, strengths, and challenges and we want to spend time understanding who you are, what you’re passionate about and how your money fits into your life.
As your partners, our goal is to help you see what we see: you are not afraid to sit at the table and with our support and education, you are more than capable of making smart financial decisions with confidence.
Women Advisors Working for Women
Get financial help from a woman-owned and focused financial advisor
Local Support
Easily visit and discuss your unique situation at our Portland office
Team Approach
Get the experience and expertise of the whole Vision Capital team.
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.
If you are interested in more information about our services, fill out the form below and we will connect with you soon.
