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VisionQuest Clients love the Durham Bulls


 
PRLog - Jun. 26, 2014 - RALEIGH, N.C. -- On Saturday, June 21st, the team at VisionQuest Wealth Management rented out the new Miller Lite Party Deck to spend time with clients, prospects, and friends at the Durham Bulls baseball game for what has become one of VisionQuest’s most anticipated annual client events.

Steve Peters says “this is a great opportunity for the VisionQuest team to spend valuable one-on-one time with clients and prospects in a relaxed atmosphere…outside of having an incredible time with people you already enjoy spending time with, you often gain valuable insight about their family dynamics in order to provide a more tailored and boutique experience for each person going forward.”

“The Miller Lite Party Deck is amazing and provides for an incredible birds-eye view of the game” said Mark Cherry.  “Also, I love this breeze…now all we need to do is come back from this twelve run inning.”

And although it was a great night for VisionQuest and their clients, it was not the case for the Durham Bulls as they’ve struggled against the Syracuse Chiefs.

For many, the biggest highlight of the evening came when mascot Wool E. Bull paid a visit to the Party Deck to meet with big and little kids alike to pose for pictures and sign autographs.

Dave Duncklee, a long-time client of VisionQuest and the President of Duncklee and Dunham, asked “What other wealth management company hosts an event like this for their clients?  If it isn’t great golf outings, it is outings like this where everyone is given the chance to enjoy the timeless charm of baseball, network with other clients and the entire firm’s family, and gives our children the opportunity to have fun while getting to know one another.”

Jon Volat, a VisionQuest Wealth Management client and friend of Steve Peters, stated “I love being able to not only have a face to face conversation with any of the VisionQuest staff.  They are a busy bunch and when you meet at the office or at my home for quarterly meeting, you don’t always have the luxury of catching up with everyone at once…But what is most important is that I can have fun with my son, Kai, who I can watch the game with and can explain baseball to him.  I’m as busy as the VisionQuest Team and this affords me the opportunity to get out with him.  Additionally he starts to understand, at an early age, the reason our family works with VisionQuest…In a word…’Continuity’.”

Even though the end result was a loss for the Durham Bulls, the event was really about getting together for fun, family oriented Saturday night of watching “America’s Pastime”.   Additionally, VisionQuest Wealth Management consistently strives to exceed the expectations of their client base by providing an experience that is both unique and beyond that of the industry standard.  Client events like the Durham Bulls and their Annual Pig Picking in October are just two examples of events that set VisionQuest apart.

Contact
Joel Morgan
***@vqwealth.com

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Source:VisionQuest Wealth Management
Location:Raleigh - North Carolina - United States
Industry:Business, Finance
Tags:wealth management, boutique wealth management, VisionQuest Wealth Management
Shortcut:prlog.org/12341928
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