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Bank / Wealth / TrustRIA · CRD 317320SEC-Registered

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Sky Vision Wealth Management

Sky Vision Wealth, LLC is an independent fee-only financial planning firm located in Columbus, Ohio. It specializes in retirement planning and investment...

Overview

Sky Vision Wealth, LLC is an independent fee-only financial planning firm located in Columbus, Ohio. It specializes in retirement planning and investment management for high net worth individuals, corporate executives, and retirees. Its mission is to be the leading advisory firm for those seeking to preserve, organize, and grow their wealth.

General information

Firm type

Bank / Wealth / Trust

Year founded

2022

Location

Region

North America

Country

United States

City

Irvine

Corporate office

Irvine, CA, United States

Principals

Adam J. Smetzer

Founder & Managing Member

Garrett D. Thompson

Associate Wealth Advisor

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