Vision Capital Partners

Vision Capital Partners is a wealth advisory firm based in Novi, Michigan. The firm is a small business with four employees and reported revenue of $2.5 million. Vision Capital Partners provides a range of services to high-net-worth individuals and families. Their core services include portfolio construction and investment management, combined with wealth protection, wealth transfer, and philanthropic strategies. They primarily serve clients with a net worth of $10 million to $100 million and investable assets ranging from $5 million to $50 million. The firm also works selectively with households that have between $1 million and $5 million in investable assets. Vision Capital Partners differentiates itself through its integrated approach to wealth management, blending investment strategies with comprehensive financial planning services. Their goal is to provide clients with a holistic solution to meet their financial goals and secure their financial future. For investors interested in learning more about Vision Capital Partners, you can visit their website at visioncapitalpartners.com. Securities are offered through Triad Advisors, LLC, Member FINRA/SIPC; Advisory Services are offered through Vision Capital Partners, Inc.