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).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    864
    ACCOUNTS
  • Average Account Value
    $155,145
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, NC, NY, PA, SC, TX, VA

Financial Advisors at Visionquest Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Steven M. Laska
CRD#: 2559407
112 E. Hargett Street, Suite B, Raleigh, NC 27601
98
Wealthminder
score

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.

2
Stephen C. Peters
CRD#: 4273459
112 E. Hargett Street, Suite B, Raleigh, NC 27601
98
Wealthminder
score

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.

 

www.whisperinghopestables.com

www.operationseedtoharvest.com

3
Randall C. Griggs
CRD#: 822503
8058 Corporate Drive, Sutie 300, Charlotte, NC 28226
96
Wealthminder
score

Randall Griggs (CRD# 822503) is an Investment Advisor Representative working at Visionquest Wealth Management, LLC in Charlotte, NC and has over 34 years of experience in the finance industry. Randall Griggs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Travis M. Laska
CRD#: 6672574
112 E. Hargett Street, Suite B, Raleigh, NC 27601
90
Wealthminder
score

Travis Laska (CRD# 6672574) is an Investment Advisor Representative working at Visionquest Wealth Management, LLC in Raleigh, NC and has 1 year of experience in the finance industry.

5
Kevin P. Deckert
CRD#: 1609361
812 Moorefield Park Drive Suite 110, North Chesterfield, VA 23236
76
Wealthminder
score

Kevin Deckert (CRD# 1609361) is an Investment Advisor Representative working at Visionquest Wealth Management, LLC in North Chesterfield, VA and has over 30 years of experience in the finance industry. Kevin Deckert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.