Vizionary Wealth Management

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

09/02/2026

Say it, Mark 👏🏼

This is what it’s all about. This is what we want every client of Vizionary to feel.

08/31/2026

Should you help your adult kids financially?

Or should they have to prove they can do it on their own first?

08/26/2026

This is what could happen if your kids reached $300K in Roth dollars by 30.

It’s a big goal, but we’ve always been fans of Envizioning More.

How could you leverage your peak earning years to create multigenerational wealth?

Your kid's first paychecks could be worth $4.6 million by the time they retire… even if they stop contributing at 30.The...
08/25/2026

Your kid's first paychecks could be worth $4.6 million by the time they retire… even if they stop contributing at 30.

The secret is leveraging the luxury of time and the power of compounding.

We're sharing the $300K by 30 Challenge on Wednesday, our plan for getting a teenager's first dollars working for the next 50 years, tax-free.

In two days, we're sending the game plan for how this strategy works.

Sign up here for when we share it on Wednesday: https://form.typeform.com/to/joO1XYSr

Envizion More.

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Hypothetical illustration assuming an 8% average annual return. Not guaranteed. For illustrative purposes only.

08/19/2026

The more you build, the more there is to protect.

A bigger balance sheet doesn't mean bigger opportunities. It means bigger stakes if the plan isn't right.

Nearly 40% of divorces now happen after 50. The reasons are complicated, but one keeps showing up: couples who built a l...
08/17/2026

Nearly 40% of divorces now happen after 50. The reasons are complicated, but one keeps showing up: couples who built a life together, then steadily stopped building anything new.

Researchers call it an "empty-shell marriage." Two people who share a house, a history, and a bank account, but not much of a future anymore.

Here's the part that should hit close to home for anyone doing serious financial planning: a shared financial plan and a shared vision are not the same thing. You can coordinate every account, every beneficiary, every tax strategy perfectly, and still wake up one day next to someone you no longer share a future with.

The plan doesn't keep a marriage together. The vision does. The plan just funds it.

That's a conversation worth having at every season of marriage, not just the first one.

What are you actually building toward, together, right now?

And do you have the same answer?

08/12/2026

Wealth acceleration is one of our favorite concepts, but only if it's for the right reasons.

It's about what that number lets your family do for the next generation, and the one after that.

08/10/2026

We see the same two long-term incentive mistakes over and over.

One of them cost a family everything. Here's what to watch for.

We don't measure success by how much money we makeWe measure it by whether a family is more prepared, more aligned, and ...
08/05/2026

We don't measure success by how much money we make
We measure it by whether a family is more prepared, more aligned, and more confident about their next 100 years than they were before we met them.

08/03/2026

Before Logan joined our team, he served customers on a retail floor.

Turns out that's some of the best training for this business there is.

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

Website

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