WEALTH MANAGEMENT

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As Visionaries, we go above and beyond the service of Financial Advisors. We start with a blank canvas. We come to the table with no preconceived ideas of how you should invest your assets.

Our greatest joy comes from taking this journey with our clients and celebrating with them as each of the dreams they envision become reality.

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FAMILY OFFICE

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We believe that families do not have to fail; that wealth does not have to be a burden; that you can construct a plan that provides you with the freedom to pursue your passions; and that pro-active steps can be taken to minimize risk and take advantage of opportunities.

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MERGERS & ACQUISITIONS

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Visionary Mergers & Acquisitions helps clients continue the legacy they built. By navigating complexity and removing barriers, Visionary Mergers & Acquisitions ensures business owners get the best value and find the right buyer. We guide our clients through the entire process of buying or selling a business.

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INSURANCE ASSESSMENT

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Our Visionaries include risk management in every financial plan. We believe family, life goals and big dreams for the future are important enough to protect from any type of adverse event. As your assets grow, your family expands, and life changes, we assess your insurance coverage to ensure that whatever happens, you or your family can continue living the lifestyle you created.

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INVESTING IN OUR COMMUNITY

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SPIRIT of GENEROSITY

We believe in giving back to the communities in which we live and work, and helping those who are less fortunate.  

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OUR CAUSES

Two of our Visionaries are founders of local charities, and our whole team actively supports these nonprofit organizations, Swing Fore Hope and Edwardsville Neighbors in Need.

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  • Tim Hammett

    Being a Visionary means uncovering what’s most important to clients and helping them achieve a life by design.

    Tim Hammett
    Lead Visionary
  • Scott Vieregge

    Being a Visionary means thinking very big, being a pioneer in the industry, thinking about things not everybody thinks about.

  • Mark Allaria

    To be a Visionary is to think bigger. Think about what’s possible. Get out of the status quo and push the limits.

    Mark Allaria
    Visionary
  • Kate Sollberger

    I genuinely enjoy coming to work each day and being able to contribute to a unique firm and work environment.

    Kate Sollberger
    Chief Operating Officer
  • John Fischer

    I enjoy the opportunity to transform a seemingly complex picture of investing and financial planning into a series of actionable steps that clients can take to achieve their financial goals.

    John Fischer
    Chief Investment Officer
  • Jason Baldus

    It is so gratifying to help people articulate their dreams for the future. To work with them to achieve those visions is fulfilling beyond belief.

    Jason Baldus
    Visionary
  • Jason Baldus

    Being a Visionary means that you can see the possibility of a future that is bigger and better than the past. It means that you are always looking forward.

    Jason Baldus
    Visionary
  • Brett Gilliland

    There is virtually nothing in the financial planning world our clients want that we cannot do.

    Brett Gilliland
    Founder & Chief Executive Officer

 

 

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Or call us today at 618.726.3000