lois hobart

MANY years ago, when James Brewer was with another firm, I found him and began creating an embarrassingly small investment portfolio. I knew NOTHING. He guided me and I, as a certified life coach, listened to him and his desires to spread his wings. He did. Many years later, both my husband and I have our finances completely handled by JB and his strong team. I still know NOTHING yet trust him to know that "as long as you make me enough money to cover your fee every year, I'm good." At this point, that's happened in spades, and I'm in VERY good stead with my assets, estate plan, a trust, etc ... and, wow! SUCH a nice man, too. He's been BEYOND patient with me with my questions! I've given him full permission to respond to me as if I'm six years old. It works! He's also a man of faith which has been tremendously important to me and speaks volumes for his integrity. The man also has more letters than a Scrabble game behind his name. TRUST him with all the gifts he brings. He genuinely ca

tomjung88

I’ve been a client of Envision Wealth for about 3 years. I have an MBA in finance and I thought I could manage and grow my own portfolio……was I terribly wrong. I am grateful to James Brewer and his team for helping me get my retirement/investment fund back on track. James was extremely thorough with his questionings which allowed him to get a much better understanding of my expectations. While James and his team have a deep understanding of and knowledge for investment and financial planning, what was equally impressive was how well they listened to my concerns and diligently made sure those concerns were addressed immediately. While the market can be volatile at times, knowing my hard earned money is in good hands gives me a tremendous piece of mind! Furthermore, the level of service Envision Wealth provides is also important. I have had issues with logging in, technological issues and the Envision team made the client experience an extremely pleasant one!!!! Thank you again Envi

Dani Rizzo

I’ve been working with Envision Wealth Planning since 2020, and I couldn’t be more impressed with JB and his entire team. They’ve not only helped us build a strong retirement fund, but they’ve also helped us created a thoughtful, purpose-driven financial plan. The team is incredibly knowledgeable, kind, and patient, always taking the time to guide us through important conversations about our future. They’re responsive and quick to answer any questions, and I especially appreciate their equity and mission-based investment approach, which aligns perfectly with our values. Highly recommend!