An exclusive retreat for 25 of the most forward-thinking professionals in financial services who are focused on deep learning and making deeper connections.
Hosted by visiWealth, a firm dedicated to bringing clarity to complexity by building innovative visual resources, this advanced planning experience will sharpen your ability to "see" concepts and strategies in a new light.
Your Event | Your Agenda
At Visionaries, exclusivity isn’t just about who’s in the room—it’s about ensuring that every conversation, session, and experience is highly relevant and impactful. That’s why, before the retreat, we’ll meet one-on-one with each attendee to understand their goals, challenges, and areas of interest as they pertain to the overarching topical themes of tax, estate, retirement, investments, philanthropy, and delivering effective advice to clients from all walks of life and across multiple generations. This personalized approach ensures that the agenda is precisely tailored to what matters most to each participant—while also aligning with the collective interests of the group. The result? A curated experience that delivers unparalleled value, bringing together the right discussions, the right people, and the right insights. This isn’t a one-size-fits-all conference. It’s a retreat built around you.
When You Learn WITH the Best, You BECOME the Best
We are excited to have the following industry thought and practice leaders with us to help facilitate sessions and participate in all other activities with you throughout the event.
Date | Location | Pricing
A retreat is only as powerful as its setting—and Visionaries takes place in one of the most breathtaking, inspiring locations imaginable: Jackson Hole Valley, WY. - Sunday (05/17/2026): Evening reception in Teton Village, WY - Monday (05/18/2026): Full day of facilitated sessions, group lunch, excursion to Jackson Town Square, group dinner - Tuesday (05/19/2026): Small group activities (choose between 18 holes of golf on a Robert Trent Jones designed course, a private ½ day group tour of Grand Teton National Park, or a guided ½ day hike through the mountains/Jackson Hole Valley area)
What is Included in the Cost of Registration?
In order to deliver the experience you would expect from an all-inclusive retreat, we are able to include the cost of a 2-night hotel stay (Sunday - Tuesday) at a luxury mountain resort in the registration fee for the first 15 (out of 25) attendees.
This is more than a conference. It’s both a journey and a destination for those with the vision to see and redefine what’s possible in the financial services industry.
Who is Able to Attend and Participate?
If you possess one of the following professional designations/degrees, hold a relevant title/role at your current firm, and have been in the financial services industry for 7+ years, then this is THE event for you.
You’ll gain new perspectives, build powerful relationships, and discover transformative strategies that will enhance the way you guide clients and lead your firm.
Leave Your Mark
One unique benefit of this retreat is the opportunity to co-author an exclusive Insights Report alongside 25 of the industry's top financial minds. This publication will not only capture the most advanced strategies and discussions from the retreat but will also position you alongside the industry's top thought leaders, giving you a platform to showcase your expertise and expand your influence.
Are We Stuck Inside All Day?
Not a chance. On the second day of the program, attendees will break into smaller groups to enjoy fun interactive excursions. One of the hardest decisions you'll have to make will be choosing between playing 18 holes on a Robert Trent Jones designed golf course, exploring Grand Teton National Park, or embarking on a private guided hike through the mountains surrounding the Jackson Hole valley.