Vision2020 Wealth Management Corp.

Vision2020 Wealth Management Corp. sponsors the Wealth Management Platform – Advisor Managed Portfolios wrap program and offers advisory services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and other entities. The Program is delivered through Advisory Representatives of Osaic-affiliated registered investment adviser firms and requires clients to enter into a client agreement and establish a brokerage account with an Osaic-related broker‑dealer custodied at Pershing or NFS.

Advisory Representatives work with clients to identify objectives and risk tolerance and may implement allocations across stocks, bonds, options, ETFs, mutual funds and model portfolios on a discretionary or non‑discretionary basis; the Program supports both wrap and non‑wrap fee arrangements, periodic rebalancing, and options such as trade confirmation suppression. The Firm also supports management of variable annuity sub‑accounts and provides advice on fixed indexed annuities, and it can invest client assets in affiliated products including Ladenburg Thalmann funds and collective investment trusts for retirement plans.

What is distinctive for a firm with no active SEC‑registered advisors is Vision2020’s position within a larger financial services group: it is a subsidiary of Osaic Holdings and has multiple affiliated business relationships, including an affiliated asset manager and broker‑dealer (Ladenburg Thalmann entities are disclosed), and program features tied to retirement and cash sweep arrangements that create third‑party compensation considerations. The brochure also notes the Program’s use of outside Advisory Representatives (selection of other advisers) and explicitly indicates the Firm does not act as a private fund adviser.