Our Story
Vision Capital Management was founded in 1999 by a mother, Sue McGrath, and daughter, Marina Johnson, who wanted to create a different kind of wealth management firm, one built on relationships, transparency, and putting clients first.
Strong Relationships
Nurturing collaborative partnerships built on trust and transparency
Risk-Optimized Portfolios
We bring abundant experience to build dynamic investment strategies tailored to your goals
Client Empowerment
Educating our clients so they understand and feel confident in their financial journey
Built on Integrity. Driven by Excellence. Focused on You.
As an independent Registered Investment Advisor, we provide fiduciary investment management and comprehensive financial planning tailored to each client's goals. Our team focuses on listening first, creating personalized strategies, and offering ongoing guidance in a welcoming, supportive environment designed to help clients build and manage wealth with confidence.
Our firm is employee-owned and majority female-owned, a structure that reflects both our independence and our commitment to accountability. We believe ownership fosters integrity, strengthens our sense of responsibility, and keeps our focus exactly where it belongs, on our clients.
We bring abundant expertise and a deeply client-centered perspective to every relationship. Just as important, we are passionate about the work we do. Helping individuals and families navigate financial decisions is a responsibility we take seriously and a role we are honored to serve. That passion, combined with a commitment to excellence, has supported the sustainable growth we have experienced over the years.
Why Vision Capital Management
Advice Focused on You, Not Outside Investors
At Vision Capital Management, independence means our focus stays where it belongs, on you. We answer directly to our clients, not to larger firms with outside owners. Larger firms backed by external investors often operate with financial return goals that meet their needs, not necessarily yours. As an independent firm, we are free from those pressures. This allows us to prioritize long term relationships, thoughtful financial planning, and personalized investment management.
Personalized Service
We believe relationships come first. As an independent firm, decisions about our team, technology, investments, and overall client experience are made with one guiding principle in mind: what is best for our clients. We are not influenced by outside expectations. Instead, the focus remains on building meaningful, long-term relationships and delivering comprehensive financial planning and personalized investment management that reflect each client's goals, values, and life circumstances.
Investment Management
At Vision Capital Management, we believe investment management should feel thoughtful, steady, and aligned with what matters most. We take the time to understand your long term goals, comfort with risk, and the time horizon for each stage of life. From there, we design and manage an investment strategy built to support those priorities. During periods of market volatility, our role becomes even more important. We help clients stay grounded, focused, and disciplined so short-term noise does not distract from long term progress.
Wealth Planning
We view wealth planning as an essential part of a well rounded financial strategy. Selecting strong investments and creating a solid financial plan are important steps, but wealth planning brings greater clarity and purpose to the entire picture. It looks at how assets are positioned, how taxes may influence long term results, how wealth will be passed on, and how financial decisions reflect personal values and family priorities. When wealth planning works alongside investment management and financial planning, everything becomes more coordinated and intentional.
Certifications & Associations
Certified Women Owned Business
Certified Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
Ready to Work With Us?
Let's discuss your financial goals and how we can help you achieve them.
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