Vis Wealth Partners

We are the architects for your financial future.

Welcome to Vis Wealth Partners

Vis Wealth Partners is your trusted partner for comprehensive financial planning solutions in Portland, ME. With over 7 years of experience in the industry, we take pride in providing our clients with exceptional guidance and personalized attention to help them achieve their financial goals.

At Vis Wealth Partners, we offer a range of financial planning services, including investment planning, retirement planning, wealth management planning, and estate planning. As a fee based financial planning firm, we strive to offer transparent and unbiased advice that is customized to your specific needs and objectives. Our investment consulting services are designed to help investors make informed decisions and maximize their returns while minimizing risk.

As trusted investment advisors, we understand the importance of safeguarding your family's future, which is why we provide comprehensive life insurance planning and inheritance planning services. With our support, you can rest easy knowing that your loved ones will be taken care of should anything happen to you.

Our team of experienced financial planners will work closely with you to ensure that you have the right plan in place to achieve your goals. Whether you need help with business planning or insurance consulting, we are here to help you navigate the complex world of finance. We are committed to providing our clients with the highest level of service and support possible, and we are excited to help you achieve your financial goals. Contact us today to learn more about how we can help you secure a bright financial future.

PROUDLY SERVING

20-Mile Radius

Portland, ME

FEE BASED FINANCIAL PLANNING

FEE BASED FINANCIAL PLANNING

Our advisory team has experience working in all financial planning fields and can put together the best comprehensive plan for you.

LIFE INSURANCE PLANNING

LIFE INSURANCE PLANNING

Whether it's term life insurance or a more complex permanent insurance policy, our team is equipped with the expertise and knowledge to provide services to our clients.

INVESTMENT PLANNING

INVESTMENT PLANNING

We understand that investment planning is a crucial element in achieving financial success, and we are dedicated to helping our clients achieve their financial goals.

WEALTH MANAGEMENT PLANNING

WEALTH MANAGEMENT PLANNING

We work with accountants, banks, brokers, and attorneys to achieve your asset management goals for the future.

INSURANCE CONSULTING

INSURANCE CONSULTING

Insurance is an important way to ensure you and your family will have financial security no matter what happens. We work with brokers to get you life, disability, and long-term care insurance.

ESTATE PLANNING

ESTATE PLANNING

We consult with you to determine your goals, then go to work to make sure your estate is in order.

RETIREMENT PLANNING

RETIREMENT PLANNING

By creating your retirement planning now, you begin maximizing your wealth while protecting your future.