Envision Wealth Management Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Envision Wealth Management is a financial services firm based in Virginia Beach, Virginia. Founded on a practitioner’s approach after two decades in the field, the firm emphasizes objective, fiduciary-standard guidance for attorneys and related professionals, offering services that focus on planning around career transitions, partner-level compensation, and retirement. Its model prioritizes transparent charging and flexible meeting options, including in-person at the office, on-site visits, or virtual sessions, with arrangements by the hour, retainer, or assets under management. The firm also supports clients through buy-in and cash-out modeling, variable income planning, and co-management or advisory support for self-directed brokerage accounts and 401(k)s, while providing access to lower-cost investment vehicles and a digital portal for document storage and account aggregation. Securities and investment advisory services are offered through Osaic FA, Inc., with other entities and marketing names referenced as independent, unowned by Osaic FA. A recent compact introductory offering includes a complimentary initial meeting and a brief introductory phone call. The practice operates with a focused, personalized approach rather than a broad, sales-driven strategy and positions itself within the broader financial services industry as a fiduciary, non-proprietary advisory option for professionals navigating complex career and retirement planning.

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