Pinnacle Spring 2017

March 6, 2017

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About Vision Wealth Planning, LLC

Vision Wealth Planning, LLC exists to meet the wealth management goals of individuals and families. To accomplish this objective, we combine sophisticated financial planning with expert investment management solutions that are always tied together to seek the highest probability of successful financial outcomes.

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Business Center Suite in Innsbrook
4860 Cox Road, Suite 200
Glen Allen, VA 23060
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804.368.0854
info@vwplanning.com

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Disclaimer & Terms of Service

The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. Mark Smith is a CERTIFIED FINANCIAL PLANNER™ professional. Learn more at www.cfp.net.

The Financial Planning Association® (FPA®) is a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA is the Heart of Financial Planning™ and represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers.

Based in Denver, Colo., FPA has nearly 100 chapters throughout the United States representing tens of thousands of members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the premier resource for the public to find a financial planner who will deliver advice using an ethical, objective, client-centered process. Mark Smith is a member of the FPA and the FPA of Central Virginia.

As the national, professional organization for all Certified Public Accountants, the AICPA’s mission is to provide members with the resources, information, leadership and tools that enable them to provide valuable services to benefit the public as well as employers and clients. From financial literacy to public policy issues and peer review transparency to audit committee effectiveness, the AICPA is working to ensure that the public remains confident in the integrity, objectivity, competence and professionalism of CPAs. Mark Smith is a member of the AICPA and the VSCPA.

Pinnacle Advisor Solutions (PAS) is a division of Pinnacle Advisory Group, one of the leading wealth management firms in the nation, managing $1.8 Billion for more than 1,100 families worldwide. The firm partners with a limited number of qualified independent wealth management firms around the country to support their investment, client service, marketing and business practices to ensure best-in-class service to their clients. By pooling resources, VWP can assure clients it is delivering premier risk-managed investment services while also relieving the firm of the busywork that too often keeps advisors from spending more time with clients. VWP is provided with a dedicated Client Service Representative and full access to the entire staff. Please see below to meet Pinnacle’s investment team or click here for updates from the team.

Through its Schwab Advisor Services division, Charles Schwab is a leading custodian for independent investment advisors. Schwab provides important third-party custodial services such as monthly activity and valuation statements, tax reporting, distributions and other servicing functions.

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