VisionaryWealth

09/01/2026

🏈 The picks are in! Our annual team college football luncheon is a favorite tradition! Here's to a season of friendly competition and plenty of bragging rights ahead! 😊

08/25/2026

🎉 Please join us in welcoming two outstanding new team members to Visionary Wealth!
⭐ Judy Nava joins our Platinum Team as a Financial Planning Assistant.
⭐ Kristen Greenberg joins our Elite Team as a Financial Planning Assistant.

We are excited to have them on board and look forward to the knowledge, dedication, and excellent service they will bring to our clients and team.

Welcome to Visionary Wealth, Judy and Kristen! We are thrilled to have you with us.

08/11/2026

Join us in congratulating Zac Hopkins on passing the Series 66 Exam!

This accomplishment is a testament to Zac's hard work, dedication, and commitment to continued professional growth. We are proud to celebrate this important milestone and look forward to the positive impact Zac will continue to make for our clients and our team.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

07/30/2026

"Trust is earned, not given."
Proudly serving individuals, families, and businesses across 23+ states. Our team is committed to providing personalized financial guidance designed around your Vision, Goals, and Values. Thank you for trusting us to be part of your financial journey.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/09/2026

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Learn how Trump Accounts work and if they fit into your family’s financial strategy.

07/06/2026

Success is never a solo effort. Our strength comes from the talented individuals who work together to help clients reach goals and make visions come true. We’re proud of our team and thankful for the trust our clients place in us every day.

07/04/2026

Celebrating 250 years of freedom, resilience, and opportunity. Happy 4th of July from all of us at VisionaryWeatlh! Wishing everyone a safe and joyful holiday.