About Vision Wealth Partners
Vision Wealth Partners is a registered investment advisor, offering advisory services in the State of Wisconsin and across the nation in other states through the de Minimis exemption. John D. Weninger founded Vision Wealth Partners in May, 2011. Our mission is to help turn your vision of the future into reality.
The first and most import thing to know is that we act as a fiduciary for our clients. Fiduciary? It’s not a word people hear regularly but it’s incredibly important when it comes to financial and investment advice. It means we are legally obligated to what’s in our clients’ best interest. Check out this awesome video by HighTower below for a simple explanation of what fiduciary means.
We want to make sure you are financially “healthy” and are not afraid to be candid in telling you what needs to be done to achieve the mission!