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:

Naples

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.

The Visionary Wealth Management Team was also named a Forbes Best-In-State Wealth Management Team in 2024.

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 Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight 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

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Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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