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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    • The Team
      • Christopher Anissian
      • 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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May 29 2025

Support for Widows and Widowers

https://vcmi.net/wp-content/uploads/2025/06/MariaSupportforWidowsWidowersmp4.mp4

 

Maria Malloy, CFP®, details the ways in which we support clients when grieving the loss of their spouse.

Written by Liz Swagerty Olsen · Categorized: FINANCIAL ADVISOR, FINANCIAL PLANNING, RETIREMENT PLANNING, WOMEN · Tagged: financial advice, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, money management, support for grieving spouses, WEALTH MANAGEMENT, widowers, widows

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15 Things to Know about College Savings Plans (with Special Oregon 529 Plan Tips)

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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
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