Vision Wealth Strategies, LLC Email Format

Financial ServicesMassachusetts, United States2-10 Employees

Vision Wealth Strategies, LLC operates in the financial services sector, delivering comprehensive wealth management. The firm seeks to give clients confidence and freedom by uncovering what matters most and constructing a proactive plan to optimize wealth, supported by personalized education and guidance. It clarifies each client’s situation and opportunities, identifies a best-path forward, and implements the plan, often in partnership with outside advisors.

Headquartered in Westborough, Massachusetts, the company positions itself as a small, specialized advisory practice within the wealth-management landscape. Advisory services are provided through NewEdge Advisors, LLC, doing business as Vision Wealth Strategies, LLC, with securities offered through NewEdge Securities, LLC; both entities are wholly owned by NewEdge Capital Group, LLC. Services are extended to clients who are properly licensed or exempt from licensure, reflecting a regulated framework for delivering financial guidance.

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