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Diversification For High Net Worth Clients

Our team has vast experience working with executives in the life sciences fields and high net worth families. We offer our clients specific investment strategies to address their needs. The appropriate investment mix for a high net worth client portfolio may include traditional asset classes (stocks, bonds, cash) as well as:

  • Insurance / Hedging vehicles
  • Alternative investments
  • Limited partnerships
  • Private equity
  • Private debt

We build relationships that aren’t focused on meeting a sales quota or selling a product. When you’re a client of Vizionary Wealth Management you can count on consistent communication with perspective for the decisions ahead as we navigate together through the ups and downs of the market. Our goal is to assist in creating your legacy while providing the exceptional level of service you deserve.

We welcome the opportunity to speak with you. Contact us today to schedule a confidential consultation.