THE VISIONARY WEALTH MANAGEMENT TEAM

At The Visionary Wealth Management Team, we are proud to be a team serving clients out of both the Green Bay and Naples offices... The Visionary Wealth Management Team provides the personal service and client focus of a boutique investment company under the umbrella of one of the world's largest banking institutions. We are a true team, composed of multigenerational financial advisors who utilize our unique backgrounds and expertise to deliver an individualized, holistic approach to wealth planning for our clients... What does a holistic approach really mean? It means we take a deep dive into all aspects of your life. We work with you to make sure you are invested properly in the market, are protecting your family, taking advantage of the best credit available, utilizing tax-considerate investment strategies and living your best life possible.

Primary location: Naples United States