Wilmington, Delaware
Wealth management in
Wilmington, Delaware.
Vizionary Wealth Management helps self-made, financially intelligent people grow their wealth, protect their progress, and secure the future they picture, from a team that pairs deep expertise with salt-of-the-earth people.
Who we serve
Built for people who built it themselves
Specialized guidance for the situations we know best, delivered with the depth of an affiliated national platform behind us.
Pharma Executives
Equity comp, RSUs and concentrated stock, coordinated with the rest of your plan.
ExploreBusiness Owners
From growth to succession and the eventual sale of what you built.
ExploreHigh-Net-Worth Families
Coordinated planning across investments, tax, estate and giving.
ExploreThese links open the Vizionary Wealth website (vizionarywealth.com).
Our team
Industry expertise, salt-of-the-earth people
A team drawn from a range of backgrounds, here to guide you at every step.
Wayne Wagner Jr., ChFC
President
Mark Powers
Vice President of Operations
Brielle Colbert
Director of Client Services
Angela Spurlin
Director of Accounts
Wendy Burgess
Accounts Manager
Ciera Jardim
Client Service Coordinator
Alex Sylvester
Client Service Coordinator
Blake Robinson
Accounts Associate
Daniel Zoccola
Business Development
Logan Powers
Client Service Coordinator
Maggie Mayr
Executive Coordinator
These links open the Vizionary Wealth website (vizionarywealth.com).
Key Resources
Critical Conversations
Our most valuable conversations, packaged to share, webinars, workshops, and in-depth guides for the decisions that matter most.
Webinar
The Future of Medicare
Medicare is complicated enough, and a significant wave of changes takes effect in 2025.
Watch Webinar
eChapter
Boosting Opportunities During Transitions
Transitions have become increasingly common in pharma, and every transition brings opportunity.
Get the Guide
Workshop
All About Medicare
Nearing 65? There are a few key decisions you need to make about Medicare.
Access Workshop
eChapter
Unwinding a Concentrated Stock Position
Strategies for executives with a large share of their wealth tied up in concentrated stock.
Download Guide
eChapter
Seven Deadly Sins of Financial Independence
Wayne shines a light on seven common mistakes that derail plans for lasting independence.
Download Guide
Webinar
AstraZeneca Is Selling Their Pension Plan
What the sale of AstraZeneca's pension plan means for your financial future.
Watch Replay
eChapter
Maximizing Your Corporate Benefit Packages
Executive-tier benefits offer more options; knowing how they fit your plan makes the difference.
Download Guide
These links open the Vizionary Wealth website (vizionarywealth.com).
A charitable heart
Success is worth more when it is shared
Giving back is part of how this team works. We help clients build charitable intent into their plans, so the wealth they create keeps doing good well beyond their own lifetime.
See how we give backThis link opens the Vizionary Wealth website (vizionarywealth.com).
What affiliate means
An Independent Firm, With Institutional Backing
Vizionary Wealth Management is an independent firm, locally owned and operated in Wilmington, Delaware. Advisory services are offered through WealthPlan Investment Management, LLC, a registered investment adviser.
Vizionary Wealth Management and WealthPlan Investment Management are separate entities. Working with an affiliate means your relationship stays local while the planning, investment and operational resources of a national organization stand behind it.
Connect
Visit Vizionary Wealth
Office1020 West 18th Street, Suite 1
Wilmington, DE 19802
Phone(302) 635-9400
These links open the Vizionary Wealth website (vizionarywealth.com).
Advisory services offered through WealthPlan Investment Management. WealthPlan Investment Management and Vizionary Wealth Management are separate entities. CA# OF36700
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.
Vizionary Wealth Management
1020 West 18th Street, Suite 1 Wilmington, DE 19802