Our story begins in 1999 with a mother and her daughter wanting to offer their clients something different: a wealth management firm built by women where relationships matter and clients' needs come before all else. Today, we are an established, independent, women-owned financial advisor with an unwavering commitment to our clients and their assets.
Our team is a group of smart, energetic individuals motivated to help you make the most of your finances. As financial advisors, we believe our job is to provide a comfortable space for our clients to learn and have the tough conversations necessary to achieve their financial goals.
Our team is a group of smart, energetic individuals motivated to help you make the most of your finances. As financial advisors, we believe our job is to provide a comfortable space for our clients to learn and have the tough conversations necessary to achieve their financial goals.
Services
Our collaborative and team-oriented culture started with our founders: Sue McGrath and Marina Johnson. Driven to create something different, this mother-daughter team founded Vision Capital in 1999. They established Vision Capital as a Registered Investment Advisor because they believed that the best and most transparent investment advice occurs only when we report directly, and only, to our clients.
Sue co-founded Vision Capital with her daughter, Marina, in 1999 and has over 35 years of investment management experience. Additionally, her decade of experience as a CPA provides the firm with deep knowledge in the areas of tax and estate planning. Sue's current goal? To walk on her hands. We think she's getting pretty close and certainly has the energy for it.
Marina co-founded the firm with Sue and is focused on the firm's strategic direction and investment efforts. She has over 20 years of investment experience. To say that Marina is a natural in this business is an understatement. Our co-founder began charting stocks when she was 8 and today she remains as passionate as ever.
Sarah leads our Individual Wealth Management practice and has over 30 years of investment experience. She works directly with clients to provide asset management, financial planning and divorce financial analysis. Sarah was born into this business. Sitting on a trading desk at the age of 21, she learned resiliency and how to fight for her clients early on.
Cliff leads the operational and compliance efforts of the firm. He started in the industry in 1994 and joined Vision Capital in 2011 where he earned his Investment Adviser Certified Compliance Professional (IACCP) designation. Thinking through matters of compliance comes naturally to Cliff, whether it's making sure our firm operates with prudence or our systems are as efficient as possible.
Reviews
Be the first to review Vision Capital Management.
Write a Review
