Also known as vision
Vision Capital Partners is a financial planning and portfolio management firm based in Ann Arbor, Michigan, founded in 2006. It serves individuals and business owners at various life stages and describes itself as an independent, boutique fiduciary firm with a holistic, tax-sensitive approach. Its team holds CFP credentials, and its engagement follows a process it calls the Financial Clarity Process, which begins by understanding a client's vision, values and goals for money and life. The firm reports about $160 million in assets under management.
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Vision Capital Partners is a wealth manager based in Ann Arbor, United States, managing approximately $160M in assets.
Vision Capital Partners is headquartered in Ann Arbor, United States.
Vision Capital Partners manages approximately $160M in assets under management.
Vision Capital Partners was founded in 2006.
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