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What Are Your Financial Goals?

A new financial planning company in Farmington called Visionary Private Wealth Management Group wants to help you out.

Meet Michael Mezheritskiy!

The Avon resident recently founded Visionary Private Wealth Management Group in Farmington with business partner Edward Romanosky. 

Patch asked him to tell us a little bit about his new business and here's what he had to say. 

Q&A

Patch: When did your business open? Is it family-run? 

Mezheritskiy: "Our business started June 15 2013. It is an LLC, there are two founding partners: Michael Mezheritskiy and Edward Romanowsky. My role is to design and create comprehensive financial plans, and determine the right investment strategy. Ed is a money manager who then takes over the portfolio and manages the assets by using our unique investment strategy approach.  

"Many advisors out there may tell you that you can’t time the market, and you need to invest in a vast array of asset classes and stay the course. We believe this is a way for financial companies to maximize profitability for themselves but not for their clients.  Visionary Private Wealth Management Group focuses on over 30 different asset classes and has devised a way to be invested in each sector when the supply and demand curve makes that sector a favorable place to be. We are not influenced by popular trends or financial media. Every client portfolio is built from the ground up with careful security selection."

Patch: What services do you offer at your company?

Mezheritskiy: "Investments:
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
"Financial Planning:
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
"Insurance:
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance."

Patch: Why did you decide to open in the area and what made you interested in your field?

Mezheritskiy: "We have two locations. Our current location is in Farmington, however, I reside in Avon, CT and we at looking for an office space there. Our second office is located in Jacksonville, FL. I have been in the financial industry for 13 years and my partner for over 15.

Patch: Can you tell us about your business background?

Visionary Private Wealth Management Group: "Michael is committed to helping people create strategies which will help them pursue their goals and objectives. He brings over 13 years of important experience in the financial services industry to his client relationships. During Michael's career, he has had the opportunity to learn the unique concerns and objectives of high net worth investors. 

"Prior to co-founding Visionary Private Wealth Management Group, Michael spent 13 years at Fidelity Investments in a variety of roles, most recently as a vice president senior account executive, as part of Private Client Group. Michael was responsible for overseeing $400 million worth of client assets, specializing in management, retention, and development of Fidelity’s Highest Net Worth Clients, who have at least $1 million in investable assets.  

"During Michael's career at Fidelity, he was awarded 10 straight Achiever Awards, twice in each of the following years: 2008, 2009, 2010, 2011, and 2012. These honors are only awarded to the top 15 percent of advisors in the market. In addition to that, Michael also earned Fidelity’s highest honor, being named to the President’s Circle in 2008 and 2010, an award reserved for the top five percent of the advisors in the country.

"Michael currently holds the Series 6, 7, 63 and 66 securities registrations through LPL Financial, as well as the State of Connecticut Life Insurance and Variable Contracts Licenses."

Patch: Finish the sentence. When I'm not working I'm... 

Visionary Private Wealth Management Group: Michael resides in Avon, CT with his wife, Nelly, and their three beautiful children. When he is not at work, Michael enjoys spending time with his family and training in the mixed martial arts, specifically the art of Brazilian Jiu Jitsu.

BUSINESS INFORMATION

Visionary Private Wealth Management Group
Address: 321 Main St., Farmington
Phone: 860-341-4500 
Website: www.visionarywealthmgmt.com
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