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VisionQuest Wealth Management

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VisionQuest Wealth Management Launches Business Advisory Services

Raleigh, NC, November 26, 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 nearly 75% of VisionQuest’s clients are business owners. “The goal is to focus on helping businesses grow while at the same time creating cutting edge strategies that reduce costs, save business owners time and get them overall better answers for their businesses.” says Peters.

For the past four years, VisionQuest Wealth Management has provided wealth management advice and services for individual clients and families. Much like other services provided by VisionQuest, the launch of Business Advisory Services (BAS) is designed to help manage cash flow, accumulate wealth and protect businesses in a more effective manner. The extension of the “personal CFO” model to businesses adds services such as book-keeping, tax execution and compliance, document management and contract compliance.

Nick Kolbenschlag, Director of Operations, is excited to work with our current and new clients on this project. “We tailor our services to the client and make them affordable and relevant for each business. We will always look at adding additional services that will ensure all of our clients are able to reach their financial vision,” says Kolbenschlag.

About VisionQuest Wealth Management
At VisionQuest Wealth Management, our mission is to ensure that our clients achieve their lifetime and financial goals by making wise decisions around their wealth. VisionQuest continues to revolutionize wealth management by offering customized services designed to meet specific needs and priorities. Our specialists are committed to serving a limited number of wealthy individuals, families and businesses.

Amanda Metcalfe, Director of Business Development and Marketing
VisionQuest Wealth Management

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VisionQuest Wealth Management
Amanda Metcalfe

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