Vizionary Wealth Management

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

06/24/2026

Who is the kitchen police in the Vizionary office? The vote is in…

06/22/2026

This week’s spotlight: CJ Jardim!

She didn’t set out to be a financial advisor, but her love for serving others drew her back to the business.

Thank you, CJ, for all of your hard work and the incredible ways you show up for our clients and your fellow team members!

If you’re a first-generation wealth builder, take note. The numbers are sobering.What if your financial planning process...
06/17/2026

If you’re a first-generation wealth builder, take note. The numbers are sobering.

What if your financial planning process passed more than just your assets to the next gen?

Could it also be the arena where you pass your values, money scripts, and stewardship on as well?

That’s the fire that burns in our team.

Let’s have that conversation and

06/15/2026

You are eligible for the deferred compensation plan. Before you check that box, watch this.

Wayne explains the single benefits decision he sees executives get wrong most often, and why deferring taxes now frequently means paying far more of them later.

We recently interviewed our camera-shy team… and forced them to answer the hard questions on camera…Questions like:→ Whi...
06/10/2026

We recently interviewed our camera-shy team… and forced them to answer the hard questions on camera…

Questions like:

→ Which team member would be ideal in an escape room?

→ Who is most likely to leave a mess in the kitchen? (And do they have four legs and a wagging tail?)

→ What does Envizion More look like in your life?

→ What’s something no one told you about working at Vizionary?

And more…

We had a lot of fun filming these (and making our camera-shy, back office all stars be camera ready).

We hope you’ll enjoy them!

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.

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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