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About Envision Wealth Planning
Envision Wealth Planning values-based financial planning process starts by learning about you. What are your deepest values-based financial planning goals, hopes, challenges, and even your fears? We don’t believe that money should be separated from the life that it serves. Most people think all financial planners are “certified,” but this isn’t true. If you are like many, you use financial advisor, financial planner, stockbroker interchangeably. Financial professionals licensed to sell stocks and bonds are required to gain an understanding of their clients’ circumstances The legal word for that is fiduciary. Our investment fiduciary credentials include: CFP® professional Accredited Investment Fiduciary®
About Envision Wealth Planning
Envision Wealth Planning values-based financial planning process starts by learning about you. What are your deepest values-based financial planning goals, hopes, challenges, and even your fears? We don’t believe that money should be separated from the life that it serves. Most people think all f...
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(3) Reviews for this company
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5 Stars
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lois hobart
MANY years ago, when James Brewer was with another firm, I found him and began creating an embarrassingly small investment portfolio. I knew NOTHING. He guided me and I, as a certified life coach, listened to him and his desires to spread … More
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tomjung88
I’ve been a client of Envision Wealth for about 3 years. I have an MBA in finance and I thought I could manage and grow my own portfolio……was I terribly wrong. I am grateful to James Brewer and his team for helping me get my … More
D
Dani Rizzo
I’ve been working with Envision Wealth Planning since 2020, and I couldn’t be more impressed with JB and his entire team. They’ve not only helped us build a strong retirement fund, but they’ve also helped us created a thoughtful, … More
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
D
Dani Rizzo
I’ve been working with Envision Wealth Planning since 2020, and I couldn’t be more impressed with JB and his entire team. They’ve not only helped us build a strong retirement fund, but they’ve also helped us created a thoughtful, … More
T
tomjung88
I’ve been a client of Envision Wealth for about 3 years. I have an MBA in finance and I thought I could manage and grow my own portfolio……was I terribly wrong. I am grateful to James Brewer and his team for helping me get my … More
L
lois hobart
MANY years ago, when James Brewer was with another firm, I found him and began creating an embarrassingly small investment portfolio. I knew NOTHING. He guided me and I, as a certified life coach, listened to him and his desires to spread … More
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