Vizionary Wealth Management

Directions Website

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

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.

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.

–––

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.

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

Alerts

Be the first to know and let us send you an email when Vizionary Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share