Eric is the Founder and President of Vision Wealth Strategies LLC, a privately held independent financial services firm based in Westborough, MA. His 19 plus years of experience have led him to develop a company focused on a unique team approach of proactively servicing clients most basic and sophisticated financial needs. Eric’s vision has led to a purpose of helping individuals, families and businesses crystalize their vision, optimize their wealth and live a life of prosperity.
Eric has strategically aligned the firm with some of the strongest professional resources in the financial service industry in an effort to provide the firm’s clients with access to a robust team and services. He is a Lifetime member of the Million Dollar Round Table3 and associated with numerous other industry groups.
Eric and his team focus their efforts on proactive wealth planning1 with an emphasis on retirement planning, estate/distribution planning, risk management, asset/portfolio management1, business succession planning and employee/executive benefits.
Beyond Eric’s passion of building his company, he strives to live a balanced life encompassing his relationship with his wife Ashley and daughter Grace, friends, health and giving back to the community. The values that reflect his personality are that of trust, compassion and integrity. He resides in Arlington, MA and actively participates in the sport of CrossFit. He enjoys staying active hiking, biking, playing soccer and golf and continues to challenge himself by doing challenging hikes and competing in races.