by Jordan Hucht, CFP®, ChFC®, AIF®

What’s in a name? For us, it’s our brand, our reputation, our ethos. For more than a decade, we’ve tirelessly built our name – Vision Financial Group – into something that resonates with our clients and (hopefully) evokes feelings of guidance and care. Though we’re proud of the brand we’ve built, it’s time to take it to the next level.

At the beginning of the year, we embarked on a journey not to re-brand ourselves, but instead to evolve our brand. We sought to look first at what Vision Financial Group has become known for, then refocus the lens to discover a name that better represents our approach and our client relationships. And through this introspection, we’ve created a new name and a new brand that we’re thrilled to (re)introduce:

The evolution of the latter part of our name, from “Financial Group” to “Wealth Partners,” is intended to better signify what we are at our core: first, we are your partners in your wealth journey, but we are also collaborative partners within the firm, and we have trusted partnerships across the broader industry that we leverage to serve you with an unwavering commitment to your financial success. “Partners” is really the operative word in the name because, as my kids would say, “teamwork makes the dream work.” Cliché? Yes. But true? You bet.

Likewise, the new logo is intended to portray the ability to see the beauty in life, an ability we strive to deliver by giving our clients the financial confidence to spend their most valuable asset – time – the way they want. In delivering on this mission, we’ve also identified our core values:

• Clients First.
• Honesty Always.
• Trust is Earned.

These core values reverberate in everything we are and everything we do. To wrap it all together, our new website tells our story the best way we know how: honest, direct, and personal. We’ve created new content across a variety of media and will be adding to it regularly.

As we wind down the year through the holiday season, we wanted to say a profound “thank you” for your partnership. We only exist because of the faith and trust you’ve placed in us, and we’ll continue to deliver on our mission in every way possible.

We wish you happy holidays and a safe, prosperous new year.

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.