Broker Check


Technology Refresh

Technology Refresh

| September 14, 2016

The iPhone 7 was released last week, and just like at Apple, our office technology is continuing to evolve. We wanted to let you know all of the ways you can stay connected with Team VWM and the latest ways to connect with your account.

1) Website

Not only can you access team member bio’s and learn more about Vision Wealth Management Inc., our website is a great resource for additional information on topics such as estate planning, taxes, and a variety of other topics.

2) Social Media

Vision Wealth Management Inc. has a Facebook page in which we share a variety of information on retirement planning, events at the office, and other lifestyle related posts. “Like” us today! 

3) Go To Meeting

A great resource for our out of the area clients, we are able to set up a face to face meeting with you through the computer and even share screen data that you would normally see in person.

4) Account View

Account View gives you the option to view your account online from virtually anywhere. Account View even gives you the option to go paperless with your statements. Account View can be set up through our website under Client Center.

5) Drop In

We always love to see our clients in person and enjoy having you stop by the office. No technology required!

We understand technical difficulties can happen to anyone, should you have trouble accessing any of the websites feel free to give us a call!