Raleigh, NC, May 08, 2015 --(PR.com
)-- 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.
VisionQuest Founder and CEO Stephen C. Peters stated, “We are pleased to have completed the purchase of our second advisory firm in the Charlotte. This acquisition strengthens our presence in Charlotte and fits perfectly within our strategic plan. The merger of our businesses brings extensive knowledge and experience to our existing clients and meets the Soutiers’ goal of continuing to serve the needs of a long-standing loyal client base.”
The collaboration between VisionQuest and the Soutiers enhance an already innovative financial services firm. VisionQuest Wealth Management is a boutique wealth management firm operating as a multi-family office. Their approach to clients is anchored in behavioral finance and consumer and industry research. VisionQuest’s unique approach to wealth management helps individuals, families and businesses make better financial decisions for themselves, their family and community.
Now serving as Senior Vice President of VisionQuest Wealth Management, Harold Soutier Sr. said “Harold Jr., Jennifer Meyers, and I are pleased and excited to be able to work with VisionQuest for the foreseeable future. The opportunity to continue to serve our client base while enhancing the service model will greatly benefit the clients we represent.”
Additionally, Harold Jr., explained that “this merger of these two great companies creates an organization that represents significant growth opportunities for our clients. The opportunity to bring true wealth management and all the capabilities that VisionQuest can offer to our existing clients, enables my father and I to be uniquely positioned to win market share and expand our leadership position in Charlotte.”
VisionQuest Wealth Management is committed to serving a limited number of individuals, families and businesses who have discovered that managing their wealth has become increasingly complex. With a revolutionary approach, our mission is to ensure that our clients achieve their lifetime and financial goals. VisionQuest Wealth Management will soon announce plans for the celebration of its upcoming 10th anniversary. For more information visit www.vqwealth.com