Vision Wealth Strategies, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

At Vision Wealth Strategies, we deliver comprehensive wealth management that gives you the confidence and freedom to enjoy life. We uncover what matters most, then build a proactive plan to optimize your wealth. Through personalized education and guidance, we clarify your situation and opportunities, identify the best path forward, and work diligently to implement the plan. Partnering with outside advisors, we ensure you’re fully equipped for a life of purpose, prosperity, and peace of mind.


Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC. Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. Advisory services are only offered to clients where NewEdge Advisors, LLC, doing business as Vision Wealth Strategies, LLC, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC and Vision Wealth Strategies, LLC unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC or NewEdge Securities, LLC, and have not been reviewed by either entity for accuracy or completeness.

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