Wealth Management Firm Continues to Grow with Expansion in South Florida
Raleigh, NC, January 29, 2010 --(PR.com)-- VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, announces the opening of their newest office in downtown West Palm Beach, Florida. “Our team looked at a few options for growth, but we found South Florida offered the best opportunity for new growth” said VisionQuest’s President and CEO, Stephen Peters.
“The opportunity also presented itself at the right time for us to look at expansion into Palm Beach” Peters continues. “The timing is right in the real estate market, and we have already had many introductions to potential clients through referrals in this area. It makes sense for us to have a presence in this market.”
Over the past three years, VisionQuest has established relationships in the Florida market including the acquisition of an asset management firm in the Jacksonville market. With the combination of long-standing relationships already established in this area and the addition of Amanda Metcalfe as Director of Business Development, success in the Florida area is certainly on the horizon. VisionQuest will begin operations in Florida on February 1st, 2010.
About VisionQuest Wealth Management
At VisionQuest Wealth Management, our mission is to ensure that our clients achieve their lifetime and financial goals by making wise decisions around their wealth. VisionQuest continues to revolutionize wealth management by offering customized services designed to meet specific needs and priorities. Our specialists are committed to serving a limited number of wealthy individuals, families and businesses.
Contact:
Amanda Metcalfe, Director of Business Development and Marketing
VisionQuest Wealth Management
919-433-3569
http://www.vqwealth.com
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“The opportunity also presented itself at the right time for us to look at expansion into Palm Beach” Peters continues. “The timing is right in the real estate market, and we have already had many introductions to potential clients through referrals in this area. It makes sense for us to have a presence in this market.”
Over the past three years, VisionQuest has established relationships in the Florida market including the acquisition of an asset management firm in the Jacksonville market. With the combination of long-standing relationships already established in this area and the addition of Amanda Metcalfe as Director of Business Development, success in the Florida area is certainly on the horizon. VisionQuest will begin operations in Florida on February 1st, 2010.
About VisionQuest Wealth Management
At VisionQuest Wealth Management, our mission is to ensure that our clients achieve their lifetime and financial goals by making wise decisions around their wealth. VisionQuest continues to revolutionize wealth management by offering customized services designed to meet specific needs and priorities. Our specialists are committed to serving a limited number of wealthy individuals, families and businesses.
Contact:
Amanda Metcalfe, Director of Business Development and Marketing
VisionQuest Wealth Management
919-433-3569
http://www.vqwealth.com
###
Contact
VisionQuest Wealth Management
Amanda Metcalfe
919.433.3560
www.vqwealth.com
Amanda Metcalfe
919.433.3560
www.vqwealth.com
Contact
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