Vision Wealth Management

Morgan Stanley Smith Barney LLC is one of the global leaders in wealth management. Based in Upper St. Clair, Pa., it offers a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. The firm provides a range of services to approximately 550 corporate clients. Its global stock plan services provides a comprehensive, administration and brokerage solution for share option, employee stock purchase, restricted stock and performance-based share awards, to name a few.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.

Macquarie Asset Management is a global financial services organization with Australian heritage, operating in 34 markets. With deep expertise in sectors such as renewables, infrastructure, technology, resources, commodities, and energy, Macquarie offers a wide range of investment solutions across various capabilities including equities, fixed income, real estate, and multi-asset solutions. As one of the oldest asset and wealth management companies in the United States, Macquarie's recent acquisition of Waddell Reed Financial, Inc. further strengthens its position in the industry. With over $76 billion in assets under management, Macquarie Asset Management is now recognized as a top 20 actively managed, long-term open-end US mutual fund manager.Generated from the website