Vision Wealth Partners

NEW VIDEO: Reducing your tax bill requires careful planning and understanding of tax laws. Jason Weszka discusses strategies for mitigating tax liabilities in various scenarios. #reducingtaxbill #wealthmanagement #financialplanning Check it out: https://lnkd.in/eas9HDHE

Thank You,?Vision Wealth Partners! We extend our heartfelt gratitude to Vision Wealth Partners for sponsoring Camp Attaway’s?GIN & JAZZ - A Roaring 20's Soiree! Your support helps us empower children with emotional and behavioral challenges, providing them with essential coping, social, and job skills while fostering friendships and supporting families. Vision Wealth Partners’ local roots have taught them the importance of community. That’s why they strive to create something bigger than themselves: A high-trust environment where clients can share their hopes and fears – and an avenue of support for the area schools and nonprofits that serve Howard County.

Last night we were proud sponsors for Jovian Concepts, Inc. and CyberBat's No Limit Texas Hold 'Em Charity Poker Event. Benefits went towards the Community College of Baltimore County (CCBC) STEM Education Campaign and the Veterans Golfers Association (VGA). Thank you Jovian Concepts, Inc. for a great evening! #charityevent #sponsor #texasholdem

Gain clarity on buy/sell agreements and how they can safeguard your business’ future. Josh Weszka breaks down key planning concepts to help you navigate transitions with confidence. Watch now: https://lnkd.in/eZ_Wqh64 #buysellagreements #financialplanning #wealthmanagement

Congratulations to the 31 powerhouse Commonwealth teams who made the 2025 Forbes Best-in-State Wealth Management Teams list! As financial lives grow more complex, these teams are rising to the challenge—bringing together top specialists to provide expertise and highly personalized strategies. Their commitment to excellence and client success truly sets them apart. We’re sending them all a well-deserved round of applause!? *2025 Forbes Best-in-State Wealth Management Teams, created by SHOOK Research. Presented in January 2025 and based on data from March 2023 to March 2024. 11,674 management teams were considered, and approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://lnkd.in/dvfjMz_r.? ? #commonwealth #financialadvisor #wealthmanagement

Navigating the Medicare landscape can be confusing; therefore, it's important to make informed decisions. Special guest Kevin Chaikin from MP Group joins Jordan Hucht for a discussion on Medicare coverage and supplemental policies. Watch the in-depth video: https://lnkd.in/e3MAV7t9 #medicare #medicarecoverage #2025?

We are deeply honored to be recognized for a second consecutive year on the Forbes Best-In-State Wealth Management Teams list. This achievement is a testament to our team’s dedication to excellence and leadership in the industry. We extend our heartfelt gratitude to our clients, partners, and supporters—your trust and collaboration inspire us to strive for greater heights. Thank you for being an integral part of this journey! Read the press release: https://bit.ly/40Dmvz4 ? #forbes #2025 #bestinstate #wealthmanagementteams?

We are deeply honored to be recognized for a second consecutive year on the Forbes Best-In-State Wealth Management Teams list. This achievement is a testament to our team’s dedication to excellence and leadership in the industry. We extend our heartfelt gratitude to our clients, partners, and supporters—your trust and collaboration inspire us to strive for greater heights. Thank you for being an integral part of this journey! Read the press release: https://bit.ly/40Dmvz4 ? #forbes #2025 #bestinstate #wealthmanagementteams?

Today we honor Dr. Martin Luther King Jr. May his legacy live on and remind us of our shared responsibility to ask ourselves, "What are you doing for others?"? ? #mlkday #legacy #whatareyoudoingforothers

What a year it's been! Over the past twelve months, we've been honored by Forbes, unveiled our remodeled office, promoted team members, awarded two scholarships, hosted several community-focused events, and participated in countless others. As we continue to expand and grow, it is not lost on us how much we appreciate the commitment from our clients and the community we serve. Thank you to everyone that has contributed to the success, and we wish everyone an even better 2025! #happynewyear