From Illinois Business Journal news services
EDWARDSVILLE – Visionary Wealth Advisors, a wealth management firm founded in March 2014, recently announced a strategic alliance with Greenway Family Office, a Clayton-based firm serving families nationwide.
The new alliance is called Visionary Family Office, powered by Greenway Family Office.
Visionary founders Brett Gilliland and Tim Hammett, and Greenway founder Joan Malloy formed the alliance based on their shared mission regarding client service.
“We believe this alliance is a big win for our clients and their families. We look forward to continuing our world-class client experience at the forefront of everything we do,” Gilliland said of the firms, which are independent.
Visionary Wealth Advisors serves a broad range of high-net worth clients, primarily professionals, business owners and physicians. Greenway Family Office clients have financial needs in the areas of tax, estate planning, private investments and family governance.
Visionary’s clients will now have access to Family Office services.
“The average wealth advisor’s client has $1 million to $10 million and is concerned primarily with matters of sufficiency. Those requiring the service of a Family Office traditionally have excess capital which results in the opportunity and responsibility to plan for multi-generational, hundred year capital,” explained Gilliland.
Visionary Wealth Advisors currently has offices in Edwardsville, St. Louis and Miami, Fla.,, with a new office under construction in O’Fallon, Ill.
Greenway Family Office is based in Clayton, Mo. Visionary Family Office, powered by Greenway Family Office, will serve their shared clients out of these locations. Plans are in the works to open offices throughout the U.S.