FOR IMMEDIATE RELEASE
RALEIGH, NC, United States, via ETELIGIS INC., 05/13/2015 – – VisionQuest Wealth Management, LLC announced today that it has acquired the Richmond Virginia-based firm Deckert Financial Management, Inc. which has been managed by President and Founder Kevin P. Deckert, CFP® since 1986.
The merger of the two investment advisory businesses will combine operations, expand services and leverage opportunities for its trusted client base, according to VisionQuest Founder and CEO Stephen C. Peters. The acquisition is the first step in VisionQuest’s long-term plan for growth through acquisition in the Richmond area.
“We are pleased to welcome Kevin and the clients of Deckert Financial Management to our firm,” said Peters. “With nearly 30 years of experience advising clients, Kevin brings a wealth of expertise and shares similar values with VisionQuest, including our commitment to integrity, honesty and service excellence, as we work to grow the wealth of our clients.”
“Steve Peters and his team are genuine, forthright, family-oriented and client-centered – all characteristics that I value and that make this a good fit,” said Deckert. “VisionQuest has the team and systems in place to best serve my clients, which is of the utmost importance to me.”
Steven M. Laska, President of VisionQuest added, “Mr. Deckert will continue working from his Richmond office as he supports and contributes to the VisionQuest brand as Senior Vice-President and a member of our Investment Committee.”
Now in its 10th year, VisionQuest Wealth Management, LLC is a boutique wealth management firm based in Raleigh, North Carolina that serves a wide range of individuals, families and institutions who have discovered that managing their wealth has become increasingly complex. With a revolutionary approach anchored in behavioral finance and consumer and industry research, our mission is to ensure that our clients achieve their lifetime and financial goals. For more information visit www.vqwealth.com.
SOURCE: VisionQuest Wealth Management, LLC