Vision Capital Management

Independent, fee-only wealth management in Portland, Oregon. Helping families & women pursue financial confidence. Book a call:

[Vision Capital Management @VisionCMI]

In 1999, Sue McGrath and Marina Johnson founded Vision Capital Management. Today, our firm is still employee-owned and majority female-owned, providing personalized financial planning and investment portfolios.
#financialplanning #investmentmanagement #womenshistorymonth

[Vision Capital Management @VisionCMI]

If you're navigating a remarriage and want to feel confidence the financial pieces are in order, we'd be glad to help. Clarity can benefit everyone involved.

📞 503-221-5656 | [email protected]

[Vision Capital Management @VisionCMI]

Pausing your retirement contributions for 5 years to fund a parent's care can have a meaningful impact on long-term retirement savings

If you are carrying this load and want a clear-eyed second opinion, reach out: https://t.co/pmyEC66SGV

[Vision Capital Management @VisionCMI]

The most impactful graduation gift isn't always the biggest one. A Roth IRA or a high-yield savings account can set a young adult up for decades. If you'd like to talk through the best approach for your family, we'd be glad to help.

[Vision Capital Management @VisionCMI]

“I’ve been meaning to call you for years.”

We hear that often.

The good news is that financial planning is a key part of our comprehensive wealth management services, and it does not require perfect timing to be valuable.

Sometimes the hardest part is simply making the call.

[Vision Capital Management @VisionCMI]

Divorce can uproot every part of your life, including your finances. You may face many complex questions before, during, and after this challenging time.

Here are some strategies for handling the next crucial financial planning steps.

https://t.co/Ol3AoQP9TK

[Vision Capital Management @VisionCMI]

Inheriting assets is rarely simple, and the decisions made in the first year can have lasting implications. Slow down, get a clear picture, and work with an advisor who is objective and focused on your goals.

We'd be glad to help → https://t.co/pmyEC66SGV

[Vision Capital Management @VisionCMI]

The stock-bond relationship that has historically supported diversified portfolios can vary over time. In some environments, when both asset classes decline together, traditional diversification may not behave as expected.

Is your allocation doing what it's intended to do?

[Vision Capital Management @VisionCMI]

Memorial Day is a reminder that the freedoms we enjoy every day came at an extraordinary cost. We're grateful for every man and woman who served, and for the families who stood beside them and carried that weight too.

From all of us at Vision Capital, thank you.

[Vision Capital Management @VisionCMI]

“I don't have children, so I don't really need an estate plan."

It's one of the costliest misconceptions we hear. Without a plan, state law makes those decisions for you. We put together a short video on where to start.

▶️ https://t.co/m1KM44NhMO

[Vision Capital Management @VisionCMI]

An estimated $84 trillion is expected to pass between generations over the next two decades.

Whether you're transferring wealth or expecting to receive it, a few things need to be addressed sooner rather than later.

Swipe to see where to start. →

[Vision Capital Management @VisionCMI]

Retirement isn't the finish line it used to be.

If you're considering swapping the traditional retirement model for a phased approach, we can help you build a plan that aligns with each stage of that transition.

📲 https://t.co/pmyEC66SGV

[Vision Capital Management @VisionCMI]

Values-based investing means different things to different people.

At Vision Capital, there's no single template. As a fee-only firm, our goal is to build a portfolio that genuinely reflects your priorities.

[Vision Capital Management @VisionCMI]

To every mother and mother figure today: we see you, we're grateful for you, and we hope today is everything you deserve.

Happy Mother's Day from our team to yours. 💐

[Vision Capital Management @VisionCMI]

Life insurance is one of the most underreviewed parts of a financial plan. Once it's in place, it rarely gets looked at again, especially alongside the full financial picture.

May is National Insurance Awareness Month. When did you last review your coverage?

[Vision Capital Management @VisionCMI]

Women often trade less frequently and stay the course longer. Access to financial guidance that feels relevant and approachable can still be a barrier, but it doesn't have to be.

At Vision Capital, we focus on meeting clients where they are.

📞 503-221-5656

[Vision Capital Management @VisionCMI]

The 4% rule doesn't always keep up with real life. Strategies that adjust withdrawals based on market performance and actual needs can create a more durable income plan.

[Vision Capital Management @VisionCMI]

Estate planning is easy to put off, but delay has real consequences. Reviewing your plan every few years keeps it aligned with your life.

📞 503-221-5656

[Vision Capital Management @VisionCMI]

If talking to your family about money feels uncomfortable, you’re not alone. It’s one of the most avoided conversations.

▶️ If this has been on your mind, our video walks through how to approach it thoughtfully: https://t.co/rDrzf9aROe

[Vision Capital Management @VisionCMI]

A well-constructed portfolio accounts for market shifts. When your financial plan is built with that reality in mind, uncertainty becomes something you’re prepared for, not something you react to.

[Vision Capital Management @VisionCMI]

Women are building more income and wealth than ever before. At Vision Capital, we understand the financial paths women walk. We'd be glad to be that team for you.

📞 503-221-5656