Vizionary Wealth Management

Vizionary Wealth Management Advisory services offered through WealthPlan Investment Management. WealthPlan Investment Management

06/08/2026

“A players” does not mean the person with the best sales numbers. It does not mean the fastest closer or the most polished resume.

It means an entrepreneurial mindset. Collaborative instinct. The willingness to check ego at the door and bring solutions instead of status.

Mark Powers on what it actually means to build the kind of team that can serve clients the way we want to serve them.

Envizion More is not a tagline we put on a business card.It is the reason a client who is already financially independen...
06/03/2026

Envizion More is not a tagline we put on a business card.

It is the reason a client who is already financially independent keeps asking bigger questions.

It is the reason we talk about grandchildren in the first meeting.

It is the reason the most important conversation we have is not about the portfolio. It is about what the portfolio is for.

The Z in Vizionary is intentional. Zion, the concept of the shining city on the hill, the aspiration that pulls you forward, is embedded in who we are and how we show up.

That is the standard we hold every client relationship to.

06/01/2026

If you’re a young high-earning family… don’t make this tax mistake.

If you’re the type that expects your income to grow, be mindful of the tax dollars you might be saving now vs. the tax dollars you’ll have to pay in the future.

Have you grabbed your copy yet?Envizion More now has a kids book, thanks to Maggie Mayr!It’s a fun little way to start c...
05/27/2026

Have you grabbed your copy yet?

Envizion More now has a kids book, thanks to Maggie Mayr!

It’s a fun little way to start conversations with your kids about dreaming big–and becoming the kind of people capable of doing those big dreams.

Let us know you’d like one (or a few) and we’ll get them to you!

05/25/2026

AI is changing a thousand things we have not thought of yet. One of the things it helped us do here at Vizionary is something we never dreamed of.

A children's book. Written for the kids, grandkids, and great-grandkids in the lives of the families we serve. A small piece of the mission, envisioning more, in a format you can leave on a nightstand or drop off at the library.

This is what it looks like when a team takes the long view seriously.

05/20/2026

Will you Be The One that changes your family tree?

We want to help you do just that.

05/18/2026

Is retirement overrated?

Retirement without purpose certainly is.

What if your financial planning rejected the idea of a finish line that was all about “being done?”

What people learn to expect financial advisors to focus on:→ Portfolio allocation→ Quarterly returns→ 401(k) rules→ Risk...
05/13/2026

What people learn to expect financial advisors to focus on:

→ Portfolio allocation
→ Quarterly returns
→ 401(k) rules
→ Risk tolerance
→ Overstimulating Monte Carlos
→ Fed policy
→ zzzzzzz……

What we want to talk about:

👏 What does financial independence look like for you? What would you do with it?

👏 How are your kids doing? Are they building saving habits yet? Can we get a Roth started for them?

👏 When does your equity vest, and do you have a sell plan? Have we modeled taxes? Should we explore portfolio-based lending instead of selling?

👏 Are you happy with your current career? Is there anything you need to change that requires financial strategy?

👏 What and who are you building this for? What do you want it to mean for the people you love?

👏 Dream big. What kind of 100-year impact do you want this wealth to have?

––

Which meeting would you look forward to more?

05/11/2026

The mission of Vizionary Wealth: to be net givers to our community.

If we can steward our wealth, our expertise, and our relationships well, it’s amazing what can be accomplished.

At some point, the goal stops being wealth and starts being what wealth makes possible.For the people you love.Long afte...
05/06/2026

At some point, the goal stops being wealth and starts being what wealth makes possible.

For the people you love.
Long after you are gone.

That is the conversation we show up for.

Address

1020 West 18th Street
Wilmington, DE
19802

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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