National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Matt Saltzgaber

Vision Wealth Management

1668 S. Telegraph, Suite 250C

Bloomfield Hills, MI 48302

248-259-7729

About Vision Wealth Management

Guidance that Brings your Vision for the Future into Sharp Focus

At Vision Wealth Management, we help you find your focus, clearing a path through the maze of complex issues that you face at every stage of life. Our commitment to honesty, integrity, and comprehensive service shape what we do every day, as we provide our clients with objective financial guidance.

Whether your focus is on building your nest egg, retirement, or leaving a legacy, we can help. As independent financial advisors, the plans and strategies we construct are tailored to your precise objectives and risk tolerance. Lets start a conversation and get to know each other. We look forward to working with you now and for years to come.

General Information

Firm Start Year

CRD#

6117651

Firm CRD#

6413

Insurance License#

16779853

States Licensed in

CA, IL, MI, TX

Years of Experience in Financial Services

8

Work with the following types of clients

Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Tax Advice and Services, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses

Services

Investment Types

Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Commodities, Mortgages & Real Estate, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Your Home, Your Office, Via Phone, Via Email, Our Offices, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF®

Securities Licenses

Series 66, Series 24, Series 7

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Property, Long Term Care, Life, Health, Disability, Annuity, Accident

Firm Information

Advisor's Number of Clients

150

Assets Managed by Advisor

0

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100000

Additional Details on Charges

Our fee rates are between 1.25%-0.5% depending on the complexity of the assets and management. I always provide a free portfolio evaluation with each person before they become a client. This allows me to properly evaluate your situation as well as give you the ability to evaluate myself and expertise. From there you have the ability to move forward at your comfort level.

Education

Master's in Business Administration (MBA) - Finance

Wayne State University
08/01/2002 - 12/01/2004

Disclosures