Sky Vision Wealth, LLC
Your Goals. Your Vision. Elevated.
Independent fee-only wealth management for high net worth individuals and retirees
About
Sky Vision Wealth, LLC is an independent fee-only financial planning firm located in Columbus, Ohio. We specialize in retirement planning & investment management for high net worth individuals, corporate executives, and retirees.
Our mission is to be the leading advisory firm for those seeking to preserve, organize, & grow their wealth.
Independent fee-only structure
Personalized planning approach
Proactive communication model
Continuous improvement commitment
Services
Investment Management
Portfolio management based on specific client goals and objectives
Fee-only
Personalized strategies
Retirement Planning
Comprehensive retirement strategy focusing on lifestyle outcomes
Experience-focused
Holistic approach
Tax Planning
Integrating tax considerations into financial plans
Strategic optimization
Equity compensation expertise
Estate & Wealth Transfer
Legacy planning with client counsel collaboration
Customized legacy strategies
Interdisciplinary coordination
Credentials & Certifications
CPA
Since 2008
CFP®
Since 2014
Frequently Asked Questions
Contact Sky Vision Wealth, LLC
Opening Hours
Location
Location of Sky Vision Wealth, LLC, 445 Hutchinson Ave Suite 125, Columbus, OH 43235 · View on Google Maps
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