DH Financial Services

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

Lapis Financial Strategies, Inc, an independent financial services company, located on Lake Norman, Cornelius, NC. We are licensed to do business in NC and SC. Our mission is to help clients, individuals and business owners, achieve their financial goals and dreams while at the same time protecting their assets and maximizing their financial potential. All we ask of our clients is a desire to learn and an open mind. Through our education process we will challenge traditional financial strategies you may have learned or read about. We will not ask you to believe our strategies over these strategies. Instead we will measure and compare each strategy against one another and each client will ultimately decide the right strategy for them. Sandi Vizner, CLU, RFP is the owner of Lapis Financial Strategies, Inc Always doing what is in the best interest of the client and prompt follow up service has enabled me to grow my business solely through client referrals. I believe if you take care of your clients they will take care of you . While my philosophy is important to my business I also believe in education evident in my credentials. I am a registered investment advisor representative, and I was awarded the Chartered Life Underwriter, CLU designation and Registered Financial Planner, RFP designation. I am always working on other professional designations as well as attending numerous classes and seminars to keep a breast of new products and strategies to introduce to my clients. I have over 20 years experience in banking and financial services and graduated with honors obtaining BS degrees in Mathematics and Business Administration.