Get more from your financial resources with local expertise
Financial planning is the process by which we help you put your money into the context of who you are and what you want your life to be. We view it as a living, breathing thing that evolves alongside you. Planning not only helps inform your investment objectives, but it also gives us the ability to advocate on your behalf while you live your life.
That is why Vision Capital is designed to make it easy to access a full team with the local knowledge and network to meet your complete needs. Vision Capital is based at an easily accessible location. We hold regular educational events allowing you to learn about key financial issues while interacting with people going through similar things.
When you work with Vision Capital, you join a complete financial support network all based near you.
Portland-based Financial Advisor
Enjoy the easy access, live event and in-person help from an advisory firm in your community
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.
