Vision Private Wealth
Vision Private Wealth is a boutique Family Office, integrating wealth planning and investment management with family and personal support services. Founded by Lan J. Shaw, CFP®, CEPA®, MBA, a synergizer skilled at optimizing outcomes, Vision Private Wealth is designed to give clients the opportunities and advantages of having a highly functioning family office that supports all aspects of their lives.
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Verified contacts
2
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- MG
Melissa Guerrieo
Client Concierge · Customer/Client Service
EmailPhone - LJ
Lan J. Shaw
President Founder and Certified Financial Plannertm · Other
EmailPhone
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Top roles at Vision Private Wealth
2 distinct titles indexed · top 2 shown.
- 1client concierge
- 1president founder and certified financial plannertm
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