Plan For What Matters

It's your life and your vision.
Do you have a plan to make it happen?

 

Are You Prepared?

Plan ahead to weather the storms.
Get a Plan Now.

 

Independent & Objective

Find out how working with a fiduciary
who looks out for your best interest
can help you achieve financial success.

Your Retirement Won’t Fund Itself.

My mission is to help you turn your vision of the future into reality.

Join to learn how to plan for a successful retirement.

July 6, 2017 in Finances, Investing, Planning

Portfolio Checkup: Should You Invest Internationally?

International Developed. Emerging Markets. Frontier Markets. Perhaps you have heard these terms before but are unsure exactly what they mean. In this blog, we’ll break down foreign investing so you…

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June 6, 2017 in Finances, Investing, Planning, Taxes

How An HSA Can Save You Money

HSAs, or Health Savings Accounts, are gaining in popularity. But is it the right choice for you? In this post I’ll discuss the in’s and out’s of HSAs and lay…

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May 9, 2017 in Finances, Investing

Goldman Sachs Is Overweight Commodities, Should You Be?

Barron’s Magazine reported that Goldman Sachs is now overweight (meaning they like) commodities. Should you be?

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WEALTH MANAGEMENT


Disciplined wealth and investment management is an important part of achieving financial success. Working with an experienced advisor can help you avoid the emotional and behavioral mistakes that plague investors. We follow a disciplined, non-emotional approach to wealth management.

FINANCIAL PLANNING

Financial planning is critical to financial success. Financial freedom doesn’t just happen, it’s a planned event. If you have yet to plan ahead for your financial future, or are interested in a new approach, you’ve come to the right place.

ABOUT JOHN WENINGER, CFP®

John Weninger, CFP® is Founder of Vision Wealth Partners, an Appleton, WI based wealth management firm. He specializes in working with busy professionals, retirees and visionary entrepreneurs who are passionate about life and want to gain discipline and mastery of their money. John is a CFP® professional.

John’s mission is to help people live a great quality of life through thorough planning and disciplined investing.

Away from the office, you can find John getting after it at a high level. Working out, coaching and playing football, out hunting with his trusty pal Rocky and of course reading.

Your Retirement Won’t Fund Itself.

My mission is to help you turn your vision of the future into reality.

Join to learn how to plan for a successful retirement.