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, 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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May 31 2019

5 Tips for Inheriting Wealth – Life Transitions

Inheriting wealth can be unexpected or something you’ve known about for a long time. Either way, it can be life changing. Beyond the emotional component, your head may be spinning with questions about what to do next. How will this change my life? Will this change my life? Beyond the technical components of inherited wealth, receiving a large gift can spark a lot of existential questions that are important to address within the context of your financial plan.

Inheriting Wealth

[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, TAX PLANNING · Tagged: FINANCIAL PLANNING, INHERITING WEALTH, INVESTMENT MANAGEMENT

Jul 29 2018

10 Critical Factors to Consider When Hiring a Financial Advisor

Imagine if your doctor followed this standard when recommending medical treatment: you need a treatment for a serious ailment and the doctor recommends a “suitable” treatment. Not the best or most appropriate treatment, but a suitable one. He could offer you superior treatment, but instead he recommends a treatment using a pharmaceutical company that, in fact, pays him a good deal of money for such recommendations.

Fiduciary daty and doctors [Read more…]

Written by Marina Johnson · Categorized: FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS · Tagged: FEE ONLY INDEPENDENT ADVISOR, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL SERVICES, INVESTMENT, INVESTMENT MANAGEMENT, INVESTMENT PROCESS

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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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