Guidance that Brings your Vision for the Future into Sharp Focus
At Vision Wealth Management, we help you find your focus, clearing a path through the maze of complex issues that you face at every stage of life. Our commitment to honesty, integrity, and comprehensive service shape what we do every day, as we provide our clients with objective financial guidance.
Whether your focus is on building your nest egg, retirement, or leaving a legacy, we can help. As independent financial advisors, the plans and strategies we construct are tailored to your precise objectives and risk tolerance. Lets start a conversation and get to know each other. We look forward to working with you now and for years to come.
|States Licensed in:||CA, IL, MI, TX|
|I work with the following types of clients:||Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations|
|Foreign Languages Serviced:||English|
|Advisory Services Provided:||Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management|
|Investment Types:||Commodities, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, At your office, At my office, Our Offices, At your home, Via Email, Via Phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Property, Accident, Annuity, Variable Life, Life, Variable Annuity, Long Term Care, Health|
|Advisor's Number of Clients:||150|
|Advisor's Number of Managed Clients:||0|
|Advisor's Number of Planning Clients:||0|
|Assets Managed by Advisor:||0|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||100000|
|Additional Details on Charges:||Our fee rates are between 1.25%-0.5% depending on the complexity of the assets and management. I always provide a free portfolio evaluation with each person before they become a client. This allows me to properly evaluate your situation as well as give you the ability to evaluate myself and expertise. From there you have the ability to move forward at your comfort level.|
|Master's in Business Administration (MBA) - Finance||
Wayne State University
LPL ADV 2A
Matt is a business professional with over 20 years of experience, two Masters degrees, and is an independent Financial Advisor. Matt holds a Bachelors degree from Michigan State University along with a Masters Degree in Mechanical Engineering and a Masters Degree in Business Administration (MBA). Prior to joining LPL Financial, he was a successful Program Manager at General Dynamics Land Systems and was responsible for multi-million dollar programs for the US Army. In addition to Program Management, he also owned several small businesses.
As a wealth advisor, he helps you pursue your financial and retirement goals and handle lifes circumstances. He performs comprehensive financial planning and manages all aspects of your overall portfolio. He has experience with active portfolio management, financial and retirement planning, estate planning, tax planning, and ensuring that your family is properly insured. Matt is a very passionate and caring individual and provides all of his clients with a high level of service and dedication.
Matt lives in West Bloomfield, MI with his wife, Jacquelyn, and four children Alana, Ryan, Cora, and their angel, Eve. Matt is very active in the community and recently served as the President of the Lakes Area Rotary Club located in Walled Lake, MI. In his spare time, he enjoys watching Michigan State University Basketball and Football games, and more importantly, spending quality time playing with his kids.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. finra.org, sipc.org