Acquisitions & Accounting

VQ Capital LogoTeam PhotoCityPalmCity 3 Palm Beach Shore

A Raleigh-based Acquisition and Outsourced CFO firm

 

Founded in 2008, VisionQuest Capital is a sister-company to VisionQuest Wealth Management.  

 

Our team of skilled professionals has an extensive background in banking, advisory, accounting, ownership and executive experiences in the technology, retail, real estate, and financial service industries.    

 

Our philosophy is around independence and that independence is critical to our success. We own our firm and we seek client relationships that are aligned with our culture. We are directly accountable for our decisions and we have no other agenda to accommodate. We believe in transparent communication, credibility and trust as we see these elements are essential to any relationship.  

 

We set clear expectations and offer balanced and objective advice. Our success depends on personal interactions and good judgment. We value our reputation as high-integrity advocates and we have an important role to play at a critical juncture in a company's life. 

You Are Our #1 Priority

VisionQuest Wealth Management is committed to delivering the highest level of personalized service for our clients. Our boutique approach provides us the opportunity to build a client-led service model that is truly personalized to meet your needs. Our team understands that every client is unique and believes that every client should be treated as such. 

Breadth of Expertise is at your Fingertips

Our company is committed to revolutionizing the way wealth is managed. We help crystallize your overall vision and work towards the attainment of your goals. We do not offer a single, rigid financial product or solution, but expert team advice and a value-based approach.

 

VisionQuest Wealth Management has developed a unique team structure supported by wealth management experts demonstrating competency across a broad range of financial issues. Building professional relationships and structuring our team in this unique way allows us to offer wealth management expertise in various areas. This helps to ensure you receive the benefit of credible advice and solutions customized to your needs.