South Atlantic Brokerage Group

Vision Capital is a registered investment advisory firm based in Davidson, NC, serving a diverse group of families, institutions, and financial advisors. With over 23 years of experience, they offer comprehensive wealth management services, aiming for excellent performance and high fiduciary standards, while also assisting clients in achieving their philanthropic goals. Their team of portfolio managers, including Eric Vogen and Manny Weiss, are dedicated to providing personalized investment strategies that prioritize optimal returns and risk management. Vision Capital's culture is rooted in a passion for growth with purpose, seeking to overcome obstacles and create value for their clients through impact investing and strategic charitable giving.Generated from the website

Securities America is a financial services firm based in Cornelius, NC, specializing in investment and wealth management solutions for individuals and businesses. With a focus on personalized financial planning, Securities America offers a range of services to help clients achieve their financial goals and secure their future. Generated from their business information