VISION2020 Wealth Management

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VISION2020 Wealth Management — overview

About

VISION2020 Wealth Management is a US-based wealth manager and registered investment adviser. Its services include wealth advisory and tax management. The wealth manager advises individuals, pension and profit-sharing plans, trusts, and estates. VISION2020 operates as a subsidiary of Osaic, Inc., owned by a consortium of investors through an investment fund associated with Reverence Capital Partners.

VISION2020 Wealth Management - known decision makers (5)

Position	Location	Asset Class
Chief Executive Officer, President & Director	Scottsdale, US	GEN
Chairman & Director	Scottsdale, US	GEN
Executive Vice President, Strategic Initiatives	Scottsdale, US	GEN
Senior Vice President, Chief Compliance Officer & Investment Advisory	Scottsdale, US	GEN
Chief Operations Officer	Scottsdale, US	GEN

Showing 5 of 5 known decision makers VISION2020 Wealth Management

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