Eric Brisebois

Founder | President | Wealth Advisor at Vision Wealth Strategies, LLC

Role
Founder President Wealth Advisor at Vision Wealth Strategies, Llc
Location
Worcester County, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Eric Brisebois

Eric is the Founder and President of Vision Wealth Strategies, LLC, an independent financial services firm based in Westborough, MA. With more than 25 years of experience, he built the firm on a collaborative, team-based approach that proactively addresses both basic and sophisticated client needs. Eric’s purpose is to help individuals, families, and businesses crystallize their vision, optimize their wealth, and pursue a life of prosperity.Eric has aligned the firm with strong strategic partners to give clients access to a comprehensive team and expanded services. He has been recognized as a Five Star Wealth Manager and is affiliated with several industry organizations that connect him with like-minded peers who share his commitment to building a service-focused business.Eric lives in Arlington, MA with his wife, Ashley and two children. He values trust, compassion, and integrity, and pursues a balanced life through family, fitness, community service, and endurance events, including multiple Boston Marathons.

Experience

  1. Founder President Wealth Advisor

    Vision Wealth Strategies, Llc

    Mar 2000 — Present · Westborough, MA, US

    At Vision Wealth Strategies, we deliver comprehensive wealth management that gives you the confidence and freedom to enjoy life. We uncover what matters most, then build a proactive plan to optimize your wealth. Through personalized education and guidance, we clarify your situation and opportunities, identify the best path forward, and work diligently to implement the plan. Partnering with outside advisors, we ensure you’re fully equipped for a life of purpose, prosperity, and peace of mind.Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC. Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. Advisory services are only offered to clients where NewEdge Advisors, LLC, doing business as Vision Wealth Strategies, LLC, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC and Vision Wealth Strategies, LLC unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC or NewEdge Securities, LLC, and have not been reviewed by either entity for accuracy or completeness.

Education

  • New England Institute of Technology

    Bachelor's Degree, Business

Skills

  • Wealth Preservation Planning
  • Asset Protection
  • Strategic Planning
  • Investments
  • Wealth Transfer Strategies
  • Lifetime Income Strategies
  • Legacy Planning
  • Succession Planning
  • Retirement Planning
  • Charitable Giving
  • Long-Term Care Insurance
  • Multi-Generational Wealth Transfer
  • Key Person Protection
  • Estate Planning

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Eric Brisebois — Founder President Wealth Advisor at Vision Wealth Strategies, Llc in Worcester County, MA, US | Unifers