Vizionary Wealth Management

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

10/23/2026

Expensive milestones in life:

→ High school graduation
→ College room + board
→ 25th anniversary
→ 50th birthday
→ Kids buying their first home
→ Buying the beach house

Here’s a helpful exercise: sit down and map them out. How far out are they? How much time do you have to prepare the cash?

This is one of the most important things we do for our clients.

Let’s put together a tax-aware plan to fund life’s major milestones.

10/21/2026

Banks like lending to real estate more than businesses. This matters in how you build liquidity.

Four years ago, we started letting our clients decide where our giving goes.The 4th annual Giving Tuesday Challenge is o...
10/20/2026

Four years ago, we started letting our clients decide where our giving goes.

The 4th annual Giving Tuesday Challenge is open.

Nominate up to three charities by Monday, November 23, and on December 1, we'll randomly select fifteen to receive $1,000 each.

Nominate here: https://forms.gle/RGvMSpcjuot2BSFd9

Envizion More Impact.

Do Business. Do Life.Last month, our whole team spent a few days in Turks and Caicos.The reason was team development. We...
10/19/2026

Do Business. Do Life.

Last month, our whole team spent a few days in Turks and Caicos.

The reason was team development. We wanted time to learn from each other outside the office.

Our team spans several generations, and a trip like this shows why that matters. People at different stages of life see the same conversation differently, and everyone comes home knowing something they didn't before.

What's the best team trip you've ever been on?

Envizion More

10/16/2026

You SHOULD outgrow your estate plan–but it can create a real tangle if you outgrow it without updating it.

Here’s one real-life example to give you an idea of why we look at every client’s estate plan.

Have you ever wanted to talk with your kids about generosity?Younger generations are increasingly impact-focused, and in...
10/14/2026

Have you ever wanted to talk with your kids about generosity?

Younger generations are increasingly impact-focused, and in our experience, they’re often ready for conversations about wealth and generosity.

Maybe consider including your kids and grandkids in your year-end giving this year. Lead by example, and pass down the core value of generosity.

We’re currently helping many of our clients plan year-end giving in a way that is tax-smart and collaborative.

10/12/2026

Every team has their “kitchen police”...

10/09/2026

Who said there’s only one way to fund college?

Wayne’s wife Mae funded college through an employer incentive program.

How many kids today might benefit from exploring creative ways to fund school beyond loans?

Giving more to great organizations 🫱🏼‍🫲🏽 Giving less to the IRS (legally).If you’re already giving charitably, do it in ...
10/08/2026

Giving more to great organizations 🫱🏼‍🫲🏽 Giving less to the IRS (legally).

If you’re already giving charitably, do it in a way that maximizes your tax savings.

We love to help our clients with this.

09/02/2026

Say it, Mark 👏🏼

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

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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