Visionquest Wealth Management, LLC
Visionquest Wealth Management, LLC (CRD# 135581) is a financial advisory firm headquartered in Raleigh, NC. They manage $134,044,878 in 864 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management134MILLION
Total Number of Accounts864ACCOUNTS
Average Account Value$155,145
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MD, NC, NY, PA, SC, TX, VA
Steven Laska (CRD# 2559407) is an Investment Advisor Representative working at Visionquest Wealth Management, LLC in Raleigh, NC and has over 20 years of experience in the finance industry.
Stephen Peters is the Founder & CEO of VisionQuest Wealth Management. Steve created VisionQuest with the focus of providing high-quality advice and attentive service rather than simply selling products. The VisionQuest multi-family office structure consists of a deep bench of wealth management expertise that ensures clients receive the benefit of top-notch, credible advice while at the same time delivering that breadth of expertise.
Before starting VisionQuest, Steve worked at SEI Investments where he was responsible for sales, marketing, business management, new product development and client service for several business lines. He developed, tested and sold a new business model for wealthy individuals, families and business owners. Prior to that position, he was responsible for the sale of SEI's Asset Management Program to Independent Advisors.
In addition to his experience at SEI Investments, Steve was a Captain in the United States Marine Corps, and his educational background includes Muhlenberg College and MIT's Sloan School of Management.
Steve lives in on a farm in Raleigh, North Carolina with his wife - Amy, daughter - Sara Beth, and son - Robert. Their farm is called Whispering Hope Stables and the Peters family not only boards horses, but runs the family charity at/on this farm.