Vision Capital

Vision Capital, located in Cornelius, NC, is a registered investment advisor dedicated to managing investment portfolios while adhering to high fiduciary standards. With a focus on vision planning and management, they assist families, institutions, and financial advisors in achieving financial objectives and philanthropic goals.

With over 23 years of experience, Vision Capital has facilitated significant financial achievements, including helping clients accumulate an estimated $450 million from business ventures and aiding in planned and current gifts totaling $190 million. Their approach emphasizes active management, strategic charitable giving, and creating lasting impact through thoughtful investment strategies.

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