What departments does Vision Wealth Strategies, LLC have?

Vision Wealth Strategies, LLC has employees across 2 departments including Operations, Finance.

What is the largest department at Vision Wealth Strategies, LLC?

The largest department at Vision Wealth Strategies, LLC is Operations with 1 employees.

Where are Vision Wealth Strategies, LLC employees located globally?

Vision Wealth Strategies, LLC has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Vision Wealth Strategies, LLC's team size changed over time?

Vision Wealth Strategies, LLC's team has remained stable from approximately 3 to 3 employees based on available data.

Vision Wealth Strategies, LLC Employee Directory

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.

Vision Wealth Strategies, LLC Global Highlights

North America
7

United States Of America
7

Oceania
1

Australia
1

Vision Wealth Strategies, LLC's Leadership

E. B.
Founder, President & Ceo
Mobile Phone
Email
C. N.
Director Of Operations Wealth Plan Specialist
Mobile Phone
Email
C. N.
Client Service Associate
Mobile Phone
Email
J. A.
Wealth Advisor
Mobile Phone
Email
A. S. C.
Producer
Mobile Phone
Email
J. A.
Associate Financial Advisor
Mobile Phone
Email

Vision Wealth Strategies, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Vision Wealth Strategies, LLC

Name

Title

Contact Info

Location

Last Update

E. B.
Founder, President & Ceo
Mobile Phone
Email
United StatesMassachusetts
Jun 19, 2026
C. N.
Director Of Operations Wealth Plan Specialist
Mobile Phone
Email
Oct 23, 2024
C. N.
Client Service Associate
Mobile Phone
Email
United StatesMassachusetts
Nov 21, 2025
J. A.
Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
May 28, 2026
A. S. C.
Producer
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2024
J. A.
Associate Financial Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Vision Wealth Strategies, LLC known for?

Vision Wealth Strategies, LLC was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 1500 West Park Drive Suite 215 Westborough, Massachusetts 01581 United States; you can contact the main corporate office by phone at

+1-508-616-****

. Explore Vision Wealth Strategies, LLC's company overview page for more information.

What is Vision Wealth Strategies, LLC's most common email format?

Vision Wealth Strategies, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vision Wealth Strategies, LLC email formats with LeadIQ.

How many employees does Vision Wealth Strategies, LLC have currently?

Vision Wealth Strategies, LLC has approximately 3 employees as of April 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Vision Wealth Strategies, LLC's key employees and leadership?

As of April 2026, Vision Wealth Strategies, LLC's key employees include:

Founder, President & Ceo: E. B.
Director Of Operations Wealth Plan Specialist: C. N.
Client Service Associate: C. N.
Wealth Advisor: J. A.
Producer: A. S. C.

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Vision Wealth Strategies, LLC Employee Directory

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