EDWARDSVILLE, IL – Visionary Wealth Advisors, a wealth management firm founded in March 2014, just announced a strategic alliance with Greenway Family Office, a Clayton-based firm serving families nationwide. The new alliance is called Visionary Family Office, powered by Greenway Family Office.
Visionary founders Brett Gilliland and Tim Hammett, and Greenway founder, Joan Malloy formed the alliance based on their shared mission, vision, values and philosophies regarding client service. “We believe this alliance is a big win for our clients and their families. We look forward to continuing our world-class client experience at the forefront of everything we do,” explained Gilliland. Both firms are independent and embrace their fiduciary responsibility to always operate in their clients’ best interest.
Visionary Wealth Advisors serves a broad range of high-net worth clients, primarily professionals, business owners and physicians. Greenway Family Office clients have unique and intricate financial needs in the areas of tax, estate planning, private investments and family governance; Greenway provides a team of highly knowledgeable and experienced professionals to confidentially address each family’s individual circumstances.
“Our clients lead complex lives, with competing demands for their time and resources. Many are buying and selling businesses, raising a family, and engaging in philanthropy, all with big goals and aspirations,” said Malloy. “We bring these extraordinary individuals and their families the unique services they need, so they can be free to follow their passions.”
Visionary’s current and future clients will now have access to family office services. “The average wealth advisor’s client has $1 million to $10 million and is concerned primarily with matters of sufficiency. Those requiring the service of a Family Office traditionally have excess capital which results in the opportunity and responsibility to plan for multi-generational, hundred year capital,” explained Gilliland.
Visionary Wealth Advisors currently has offices in Edwardsville, IL, St. Louis, MO and Miami, FL, with a new office under construction in O’Fallon, IL. Greenway Family Office is based in Clayton, MO. Visionary Family Office, powered by Greenway Family Office, will serve their shared clients out of these locations. Plans are in the works to open additional offices throughout the US.
Visionary Wealth Advisors is an independent Registered Investment Advisor, founded in March 2014 by Brett Gilliland and Tim Hammett. Visionary Wealth Advisors provides a visionary approach to all aspects of financial planning and wealth management including retirement, investment and estate planning, insurance planning and small business retirement plans. The addition of the family office allows for an additional breadth of service. Hammett explained, “While most planners focus on getting the money ready for the next generation (implementing trusts, minimizing taxes, etc.), the Family Office helps to ensure the next generation is ready for the money.”
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