VisionQuest Wealth Management (“VisionQuest”) has hired financial services veteran Tony Van Ore as Director of Operations to oversee the operations of Advice, Client Experience, Solution Life Cycle Management, Vendor Management and all of VisionQuest’s client service and relationship management processes. - March 16, 2017
Just after a year of buying advisory firms totaling $150M in assets under management, VisionQuest Wealth Management announced its most recent acquisition of Alcus Financial Group in Charleston, South Carolina.
Alcus, which will undergo a name change to VisionQuest Wealth Management, was founded by Joe... - November 12, 2016
Stephen Peters, Founder and CEO, today announced the appointment of Stacy Beane as Chief of Staff at VisionQuest Wealth Management. In a newly created position, she will be responsible for driving the firm’s strategic plan, special projects and most importantly, VisionQuest’s client experience... - May 14, 2016
VisionQuest Wealth Management announced today that Tim Burke has joined the firm as Managing Director of service activities in Orlando, Florida. - August 18, 2015
As it continues its drive toward regional Southeast dominance, VisionQuest Wealth Management, LLC has purchased LPL's Charlotte-based Advisory Practice, Tippet Group, Inc. managed by Harold Soutier Sr. and Harold Soutier, Jr. - May 08, 2015
VisionQuest Wealth Management is pleased to announce the hiring of Operations Specialist, Eric Lilie, to its Raleigh office. Eric previously interned at the firm over the summer of 2012 and is pleased to be coming back in a full-time capacity for the firm. - April 15, 2015
VisionQuest Wealth Management recently acquired Griggs Capital Management of Charlotte NC. A celebration was held at Rolling Hills Country Club on Wednesday, November 12th. - November 19, 2014
Raleigh NC based VisionQuest Wealth Management has merged with Charlotte NC based wealth management company Griggs Capital Management. - October 17, 2014
VisionQuest Wealth Management continues with its annual Durham Bulls Outing. - June 28, 2014
A gathering for the Kentucky Derby that was also a charity event. - May 10, 2014
VisionQuest Wealth Management, a Raleigh-based wealth management firm serving as a personal CFO to individuals, families and business-owners is pleased to welcome Steven M. Laska as its new President and Chief Investment Officer.
Mr. Laska is a proven financial services professional and leader with... - January 23, 2014
VisionQuest, a Raleigh NC based boutique wealth management firm, recently held its Annual Holiday Party and Toy Drive. - January 04, 2014
VisionQuest Wealth Management of Raleigh North Carolina was a recent sponsor of charity horse show. - November 17, 2013
Sara Peters, age 6, with her team of Cary Christian friends and her brother, Robert, age 3, offered cupcakes, brownies and the sought after lemonade to much of downtown Raleigh and beyond for the benefit of Men or Armor. - July 21, 2012
VisionQuest Wealth Management, a Raleigh based wealth management firm serving as a personal CFO to individuals, families, and businesses is and has developed some very innovative tactics to educate their clients.
In their annual strategic planning meeting in late 2009, the VisionQuest team with the... - June 09, 2010
The newly re-designed web-site of VisionQuest Wealth Management, a Raleigh-based financial services firm, goes live this week. VisionQuest serves as a personal CFO for individuals, families, and business owners. VisionQuest aims to extend the reach of their client services by enhancing their web-presence... - May 04, 2010
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, announces the opening of their newest office in downtown West Palm Beach, Florida. “Our team looked at a few options for growth, but we found South Florida offered the best opportunity for... - January 29, 2010
On Friday afternoon the staff of VisionQuest, appropriately donned in Holiday attire, delivered many gifts to the Wake Med Pediatrics Unit. - December 23, 2009
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, has launched Business Advisory Services, a strategic planning and financial advisory division for businesses. Stephen Peters, President and CEO, recognized a need for these services and focus because... - November 26, 2009
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, expands their footprint to Arizona by announcing a merger announces a joint venture/acquisition with Applied Strategies & Counsel, Inc (ASC), a wealth management firm based out of Scottsdale,... - August 28, 2009
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, announces its new investment partnership with Lenger Asset Management.
“Changes in the capital market environment prompted us to re-evaluate our investment platform. We found that Lenger... - April 02, 2009
VisionQuest Wealth Management, a Raleigh-based wealth management firm, has announced that George Nowack has joined the firm as their Director of Advice
Nowack is responsible for the coordination of internal and external resources and relationships employed in developing action plans toward achievement... - November 01, 2008
VisionQuest Wealth Management announces the opening of VisionQuest Capital. The Raleigh-based firm’s creative financing division offers experience, knowledge and expertise in creative financing options, lending solutions and private placement of debt and equity. The firm is well positioned to provide... - August 13, 2008
VisionQuest Wealth Management makes a significant impact on people's lives, particularly children, through the firm's charitable participation. - July 10, 2008
A year-end survey provides a boost of confidence and constructive criticism for a Raleigh-based wealth management firm. - June 26, 2008
VisionQuest Wealth Management, a Raleigh-based wealth management firm, announces that Ally Baker and Nick Kolbenschlag have joined the firm.
VisionQuest looks to local universities to recruit talent. “VisionQuest works in a very intense, competitive environment,” President and CEO Stephen... - May 22, 2008