Vision Capital Management
Independent, fee-only wealth management in Portland, Oregon.
Serving Clients Nationwide
Independent, fee-only wealth management in Portland, Oregon.
Primary Advisor Locations
Video
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Vision Capital Management
Vision Capital Management is a women-founded, fee-only firm dedicated to helping individuals and families achieve lasting financial confidence. We act as a trusted partner, providing conflict-free investment management and thoughtful planning.We specialize in supporting women investors and those navigating major life transitions, including:
• Retirement Planning
• Widowhood & Divorce
• Legacy & Estate Planning
As a fee-only firm, we do not earn commissions. This ensures our advice is always aligned with your best interests, prioritizing education so you understand the "why" behind every strategy.
We move past short-term market noise to focus on:
• Long-term perspective & disciplined diversification.
• Alignment between your portfolio and life goals.
• Confidence through every market cycle.
Ready to plan your next chapter? Visit us at vcmi.net to learn more.
For full disclosures, please visit vcmi.net.
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Actuaries
- Airline Pilots
- Americans Living Abroad
- Artists
- Attorneys
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- Caregivers
- Christians
- College Graduates
- Content Creators
- Contractors
- Corporate Executives
- Couples
- Creative Professionals
- Data Scientists
- Democrats
- Dentists
- Disabled Community
- Divorce
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Expats
- Families
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Hispanic | Latino
- Immigrants
- Individuals
- Intergenerational Families
- Investors
- Jewish
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Muslim
- Newly Engaged / Newlywed
- Non-Traditional Clients
- Nonprofit Employees
- Parents
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Retail Industry
- Sales Professionals
- Scientists
- Single Women
- Special Needs
- Specialty Sub-Contractors
- Technology Professionals
- Therapists
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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