Envision Wealth Management

Financial ServicesUnited States2-10 Employees

You have your own set of challenges and opportunities as you chart your financial future from associate to partner and from the partnership to retirement. I recognize that your career is demanding and your time is your most precious resource. After 20 years of experience I have developed unique services for attorneys, including:

1.	Scheduled meetings at your office, our office, or virtual. It's your choice
2.	Fee transparency: By the hour, retainer, or fee for assets under management
3.	Objective advice held to a fiduciary standard 
4.	No sales tactics: I will not lead with investments or insurance
5.	Buy in/cash out modeling
6.	Variable income planning
7.	Ability to co-manage and advise on self-directed brokerage account 401(k)s
8.	Access to lower cost investment vehicles 
9.	Personalized websites with account aggregation and digital vault for document storage
10.	No proprietary investments or insurance

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.


Please call my office at 757-777-3121 or email me at jon@envisionyourwealth.com to schedule a 15 minute introductory phone call. Our first meeting is also complimentary.

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