Raleigh, NC, November 19, 2014 --(PR.com
)-- Last Wednesday, November 12th, 2014, VisionQuest Wealth Management (“VisionQuest”) traveled to Rolling Hills Country Club in Monroe, North Carolina to celebrate their acquisition of Griggs Capital Management.
This was a chance for everyone to meet in-person not only to get to know one another, but for the new clients of VisionQuest to learn more about the firm’s boutique wealth management approach.
Founder & CEO of VisionQuest Wealth Management, Stephen Peters, provided the rationale in two words: Purpose & Continuity. “It was important to demonstrate that the combination of VisionQuest and Griggs Capital Management has resulted in a remarkable group of people focused on going beyond traditional financial services to help these individuals and families manage their wealth and future.”
“An acquisition causes some change, even if it is minimal, so it was important for the clients to understand what VisionQuest does and any immediate changes that will occur,” explained Nick Kolbenschlag, Director of Operations & Service. He continued “Griggs Capital Management clients are immediately going to benefit from the enhanced security and user experience delivered by our custodian and over the next 90 days, our team will be sitting down with each client to complete a discovery of their vision, values, and goals in order to build a plan that is both solid and sustainable for now and the future.” As the vast majority of those in attendance were just getting to know VisionQuest, Randall Griggs, Founder of Griggs Capital Management – the acquired firm, felt that it was important for his clients to get a deeper understanding of the planning and wealth management skills VisionQuest uses to preserve, diversify, and grow wealth; but equally as important was for them to realize that they have joined the VisionQuest family – an amazing community of people.
Randall Griggs summarized his impression of the evening “…clients had an excellent opportunity to meet members of the VisionQuest Team, hear the VisionQuest story, and discuss their personal financial situation which proved to be very comforting.” And it is this comfort and peace of mind that the VisionQuest team had hoped to instill in the minds of those in attendance.