VisionaryWealth

10/02/2026

The final months of the year offer a natural opportunity to pause, reflect, and review personal goals. Whether it's saving, planning, or simply staying organized, a little preparation now can make a big difference later.

09/22/2026

🌿🌲 Proof that the VisionaryWealth team is outdoorsy! Today, we invested in the great outdoors. We clean up pretty well in nature. ☺️

09/18/2026

Something exciting is happening at VisionaryWealth ... Keep an eye out, more to come!

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

09/14/2026

09/11/2026

Twenty-five years later, we continue to honor the memories of those we lost and the bravery of those who served. May we never forget the resilience, compassion, and unity that defined our nation on September 11.

09/08/2026

As we head into the final months of the year, we want to take a moment to highlight the incredible team that makes VisionaryWealth what it is. We are grateful for the opportunity to serve our clients and look forward to seeing everyone during their Year-End Review visits. Thank you for trusting us to be part of your financial journey.

09/07/2026

his Labor Day, we celebrate the individuals whose commitment and effort make a difference every day. Thank you to the workers, leaders, and innovators who help move our communities forward. Happy Labor Day!

09/01/2026

🏈 The picks are in! Our annual team college football luncheon is a favorite tradition! Here's to a season of friendly competition and plenty of bragging rights ahead! 😊

08/25/2026

🎉 Please join us in welcoming two outstanding new team members to Visionary Wealth!
⭐ Judy Nava joins our Platinum Team as a Financial Planning Assistant.
⭐ Kristen Greenberg joins our Elite Team as a Financial Planning Assistant.

We are excited to have them on board and look forward to the knowledge, dedication, and excellent service they will bring to our clients and team.

Welcome to Visionary Wealth, Judy and Kristen! We are thrilled to have you with us.