Broker Check


New Look and New Commentary

| March 25, 2014
We are pleased to announce our new look.   With the launch of our new website,, Facebook, and LinkedIn, we are also introducing our “New Look” & New Weekly Market Commentary.

Our new logo was inspired by the Lion statues at the main and side entrances to our building, The Historic Heilner House.  Lions have been used to architecture for centuries and have “been an important symbol for thousands of year” according to Wikipedia.  They often represent Guardians, Courage, Protection and Unconditional Cheerfulness.  The Mountain in our new look is Gunsight Mountain near Anthony Lakes.  It represents The Vision in Vision Wealth Management, not to mention the Wealth of beauty in northeastern Oregon.

We hope you find the New Look and Commentary refreshing and informative.  Our business is running like clockwork.  As a result we are expanding and have room for 10 to 15 new clients.  If you know of someone who would benefit from working with us please forward this email to them or provide us with their contact information.  We would be happy to send them an Information Packet.

Our Weekly Market Commentary is provided by The LPL Financial Research Team/ LPL Financial. As the nation’s largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans, LPL Financial is an enabling partner to more than 13,500 financial advisors and approximately 700 financial institutions.

* As reported by Financial Planning magazine, June 1996-2013, based on total revenue.