Who Is Visionary?
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First Time At Visionary
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Values Based Wealth Management
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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
Three of our Visionaries are founders of local charities, and our whole team actively supports these nonprofit organizations, Swing Fore Hope, Edwardsville Neighbors, and Safepacks.
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