Vision Wealth Management, Inc.

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Client assets under management

$81,354,722

Clients

416

9% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

208

Very High

Average account size

$195,564

About

Vision Wealth Management serves individuals (including high-net-worth clients), corporations, charities, and pension and profit-sharing plans, delivering comprehensive financial planning, targeted financial consulting, discretionary portfolio management, and retirement plan consulting. The firm also participates in multiple LPL Financial–sponsored advisory programs and offers portfolio management through a wrap fee program.

The firm constructs customized portfolios from model allocations and may employ asset allocation, tactical asset allocation, fundamental and technical analysis, and modern portfolio theory; it seeks discretionary authority to implement and rebalance portfolios and allows clients to impose written investment restrictions. Vision integrates third‑party manager access and LPL’s suite of solutions — including algorithm-driven Guided Wealth Portfolios and other model-based programs — and communicates program-based advice electronically when appropriate.

Distinctive features include managing roughly $81 million for 416 clients with two advisors, a client load per advisor exceeding 200 which is uncommon for similarly sized supported firms. The firm also sponsors a wrap program for individualized portfolio management and has an affiliation with an insurance agency (its principal is a licensed insurance agent and the owner of a licensed insurance agency), and it is dually registered to work with LPL while also using Charles Schwab for custody — a combination of relationships that is less typical among peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy General tax planning Long-term care insurance Options & derivatives strategies Real estate investing

Fee options

Fixed

Comprehensive financial planning fixed fee $1,500 (negotiable)

Percentage

$0+: Up to 1.50% annually (negotiable) for portfolio management services $100,000+: Manager Access Select Program minimum account size (varies, generally $100,000) $10,000+: Optimum Market Portfolios minimum account size $250,000+: Personal Wealth Portfolios minimum account size $25,000+: Model Wealth Portfolios minimum account size $5,000+: Guided Wealth Portfolios minimum account size

Commissions

Advisory representatives may earn commissions from insurance products and securities sold outside advisory accounts; no commissions on advisory accounts

Project-based

Financial consulting services hourly rate of $200 (negotiable)

Other

Account minimum: $5,000 Fee-only: Financial planning fixed fee $1,500 (negotiable); Financial consulting hourly fee $200 (negotiable)

Main office location

Vision Wealth Management, Inc.

2000 Oakley Parkway, 204 E

Commerce Twp MI 48390, United States

Number of offices

Most active in

Florida · Illinois · Michigan · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 248-259-7729

Advisors at this firm

Matthew S

Series 66

Commerce Twp, MI

Vision Wealth Management, Inc.

Matthew Saltzgaber is a financial advisor at Vision Wealth Management, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and FSC Securities Corp. His background also includes experience at ZF TRW Automotive Holdings Corp. Vision Wealth Management serves individuals, corporations, charities, and retirement plans, providing comprehensive financial planning, portfolio management, and consulting. The firm uses a combination of model-based and discretionary strategies, integrating third-party managers and technology-driven solutions to construct customized portfolios.

Retirement income strategy General tax planning Long-term care insurance Options & derivatives strategies Real estate investing

Frederick D

Series 66

Germantown, TN

Vision Wealth Management, Inc.

Frederick Dewald III is a financial advisor at Vision Wealth Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and First Light Financial Incorporated. Dewald is also an assistant professor of finance at the University of Memphis. Vision Wealth Management serves individuals, corporations, charities, and retirement plans by providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs customized portfolio strategies incorporating various analytical approaches and offers access to third-party managers and model-based investment programs.

Retirement income strategy General tax planning Long-term care insurance Options & derivatives strategies Real estate investing

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