Shaping plans that help you achieve your personal and financial goals.
At Shared Vision Wealth Group, we take our role as your
seriously—trust is the foundation of our relationship with you. As your financial management firm, we keep your financial objectives at the forefront and act in your best interest.
What We Believe In
An essential ingredient to your well-being is finding balance among the forces always competing for your time, energy, and resources. We recognize that endeavor is often challenging.
As your fiduciary, we strive to show you how to successfully achieve balance and simplicity with your finances. Our philosophy, processes, and guidance are all centered around this principle.
We’re grateful for the opportunity to help our clients live their best lives and always act in good faith, placing our clients’ best interests above our own. If conflicts of interest arise, we’re forthright with disclosing it.
You’ll always know where you stand with us and how we operate behind the scenes. We work for our clients and no one else. And we believe our clients should not have any uncertainties with their costs or how we are compensated to work for them. Here are a couple of items to note:
- We’re a fee-only firm, which means we’re compensated only by the fees we directly charge our clients. No commissions, kickbacks, bonuses, or incentives are received by our firm or advisors from the sale of a financial product or otherwise. Our fees may be based on a percentage of the investment assets we’re managing, a flat retainer, or hourly.
- We have an open architecture platform which gives us increased flexibility in recommending strategies that are best for each client’s unique needs.
- We firmly believe that engagement agreements with our clients should be clear and transparent so there are no uncertainties about costs or how we are compensated.
About Shared Vision Wealth Group
At Shared Vision Wealth Group, our objectives are aligned with yours, and we always act in your best interest. Trust is the foundation of an impactful, long-lasting relationship between you and your financial advisor, and we value your faith in us as your wealth management firm of choice.
Successful households (and business owners) looking for a solid plan for their future turn to us.
It’s all about you and your goals—we listen and get to know you, then deliver a customized experience.
When you hire us, you get access to highly-skilled financial experts with proven track records.
Take Control of Your Future Today
If you’re ready to work with a financial planning firm that will truly understand you and your goals and create a tailored plan, let’s get started.