nVision | Building a Brighter Financial Future

Skip to main content

nVision a Brighter Financial Future

Empowering Generations of Families to Help Build Lasting Wealth

Learn About nVision

About Us

Holistic financial strategies to support your family’s long-term financial success.

At nVision Wealth, we understand the importance of creating a lasting financial legacy that spans multiple generations, which is why we provide long-term wealth building strategies specifically designed to meet your family’s needs. As an independent firm, we are free to focus on your needs first and foremost. With personal attention and cutting-edge tools, we provide the insight and guidance you need to pursue your vision of lasting financial success.

Take the First Step

Our People

We are a team of experienced professionals dedicated to supporting your vision of a brighter financial future.

Mike Osborne

Founder & Managing Partner

Paul Ward, CRPC®

Founder & Managing Partner

Derick Walters CFP®, CRPC®

Financial Advisor

Don Morse

Financial Advisor

Dan Riesmeyer, CFP®

Financial Advisor

Jeannine Edmonds CFP®, MBA

Financial Advisor

Mike Russell, CRPC®

Financial Advisor

Bryan Hays

Financial Advisor

Jacob Cummings

Financial Advisor

Lance Gorsuch

Financial Advisor

Meet Our People

Our Clients

Exceptional service and custom strategies for a select group of clients

High-Net-Worth Families

A focused approach to not only navigating a family’s finances, but building a financial legacy that lasts across multiple generations.

High-Income Earners

Personalized strategies and focused guidance to help affluent individuals navigate the complexities of expanding wealth.

Business Owners

Tailored strategies to align business owners’ personal and professional finances.

Our Services

Custom strategies driven by your needs

Financial Planning

A comprehensive approach that provides strategic direction to guide the various aspects of your financial life.

Investment Management

Independent advice that spans a virtually unlimited universe of investment options.

Tax Strategy

Proactive tax planning that aligns with your overall financial goals and helps improve efficiencies across investments, income timing, deductions and estate planning.

Insurance Planning

Risk management solutions to protect all that you’ve worked so hard to build.

Retirement Planning

Retirement savings, income and withdrawal solutions to help you pursue your vision of retirement success.

Education Planning

Tax-efficient savings strategies to support our loved ones’ education goals.

Business Planning

Tailored solutions to help navigate the financial complexities of managing a business.

Estate Planning

A focus on building a lasting financial legacy for future generations.

Charitable Giving

Custom strategies designed to increase your charitable impact while mitigating your tax exposure.

Get Started

nVision your version of financial success. Schedule a complimentary consultation with a member of our team.
We look forward to getting to know you.