Helping you grow more than wealth

Our mission

The Visionary Wealth Management Team provides the personal service and client focus of a boutique investment company under the umbrella of one of the world’s largest banking institutions. We are a true team, composed of multigenerational financial advisors who utilize our unique backgrounds and expertise to deliver an individualized, holistic approach to wealth planning for our clients.

What does a holistic approach really mean? It means we take a deep dive into all aspects of your life. We work with you to make sure you are invested properly in the market, are protecting your family, taking advantage of the best credit available, utilizing tax-considerate investment strategies and living your best life possible.

Pleased to serve you in two locations

At The Visionary Wealth Management Team, we are proud to be a team serving clients out of both the Green Bay and Naples offices. We invite you to contact us to set up a meeting in one of our convenient locations:


800 Laurel Oak Dr
Suite 500 & 600
Naples, FL 34108
(239) 649-2123

Green Bay

2465 Marina Circle
Suite 500
Green Bay, WI 54304
(920) 343-4550

Proud to work with nationally recognized teammates

This year Forbes recognized The Visionary Wealth Management Team as a “Best-In-State Wealth Management Team”. Partner Michael Busick was also named “Best-In-State Wealth Advisor” for the second year in a row. Thank you for your continued trust and support. Providing outstanding service to you is a top priority and it is an honor to be nationally recognized as one of the best in the country.

Congratulations Derek Bohm on receiving CFP designation

The Visionary Wealth Management Team is proud to announce that our very own Derek Bohm has received his CFP designations. Derek started with the Team in the spring 2020 as a Client Associate, was accepted into the Associate Financial Advisor program soon after. Derek’s discipline and dedication continue to impress the team and our clients. We are so very proud of all he has accomplished since joining the Visionary Wealth Management Team and are looking forward to what is to come for him.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Shanghai solar panels

Recharging the energy transition?

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

Read more

Bulletin board

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields