FINANCIAL ADVISOR PROFILE
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Visionary Private Wealth Management Group is an independent Financial Planning Company, which means we do not have any proprietary products to sell you or sales goals to hit, in other words no agenda. Our mission is to help you create a wealth management strategy that effectively addresses your unique goals. With over 25 years of experience in the industry, we are confident that we are the best firm available for managing and preserving your hard earned wealth. We focus on you and the unique set of circumstances you and your family face. We will work with you to identify your personal needs and values, then implement and monitor a plan designed to help you pursue financial independence. We understand that you have a choice when selecting a Financial Planner. At Visionary Private Wealth Management Group, the foundation of our company is built on loyalty, trust and client satisfaction. Our clients are our family, we are their trusted financial partner for life, and we work very hard for them. We are a Private Wealth Management Group that you can trust.