HomeServicesWealthVision

WEALTHVISIONExpertise In All Aspects Of Finance

WealthVision

There’s no question that managing a lifetime of assets is complex and requires a commitment to ongoing attention and monitoring. The greater the assets you accumulate, the more demanding it becomes to manage your wealth and seek to ensure opportunities are not being overlooked. See how it works.

WealthVision is our innovative web-based planning system that helps us to efficiently collect and analyze your financial data, enhance goal planning and goal measurement, and track progress against goals on an ongoing basis. This fully integrated planning system helps to provide you with a comprehensive view of your full financial picture, no matter where you are or where your assets sit. It can help you consolidate and integrate the various areas of your financial life in real time, and can provide paper-based or electronic reports that can be viewed 24/7.

WealthVision provides:
  • Scenario planning — from single-goal or event analysis, such as retirement, or an unexpected death or disability, to a comprehensive financial plan, WealthVision provides a platform for analyzing your options and charting your unique course to pursuing your goals.
  • A comprehensive, aggregated view of all of your financial assets (including bank accounts, retirement plan assets, brokerage, mutual fund, annuity, insurance and 529 plans) in one place.
  • Real time asset values for your financial plan across multiple accounts.
  • A secure, online vault for storing critical documents and information, such as your estate plan, insurance policies, income tax returns, passports and photos of valuable assets.
  • A method for tracking spending, resulting in a consistently clear understanding of your spending and saving over the last month, the last year or anywhere in between. It also provides a platform for categorizing spending which can help with budgeting and tax planning.

Contact Us to learn how WealthVision can help you take greater control of your financial future.

CONTACT BAILEY WEALTH SERVICESCall us today, e-mail us or leave a message

Schedule a complimentary consultation

    https://i0.wp.com/baileywealth.org/wp-content/uploads/2021/05/bailey-wealth-3.png?fit=300%2C46&ssl=1
    1604 Hewitt Ave., Suite 704 Everett, WA 98201

    Follow us:

    Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

    The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CO, ID, IL, IN, MO, MT, NM, NV, OR, SC, TX, VA, WA.

    Copyright © Bailey Wealth Services 2021

    Holly Farrar

    Client Services Associate

    As director of First Impressions, I strive to make sure our clients have a comfortable and meaningful experience while providing remarkable customer service at the highest standards. I enjoy going to local Everett events and festivities while spending time with friends and family. I love to read, especially dystopian novels.  I am involved in volunteering opportunities within the community including grocery shopping for homebound people, coffee trailer and first responder appreciation.

    Education and Biography

    Training

    Holly Studied Business and Management at Sno-Isle Business and Management & Everett Community College. She has over 20 years of customer service and administrative experience.

    Specialisms

    Holly’s focus is to create meaningful connections between our clients and our office. She schedules appointments, answers calls, processes transactions, preparing paperwork to maintain accounts as well as opening new accounts, and transfers.

    Albert Ballesteros

    With over 25 years of customer service working in the Financial Industry and the State of Washington, Albert is a welcome addition to the service team. He helps with opening new accounts and servicing current accounts. You have probably received appointment reminders from him. He also works with the marketing team in planning monthly letters to clients, planning special events and creating the weekly newsletters.
    In his spare time, he volunteers at Northshore Christian Church, having completed two mission trips to the Philippines and has a passion for singing. He enjoys playing and watching most sports but is especially an avid fan of the Everett Silvertips.

    Education and Biography

    TRAINING

    Albert attended Honolulu Community College where he obtained his AA in Liberal Arts.

    SPECIALISMS

    Albert joined Bailey Wealth Services in 2022. His focus is to provide support to both prospective and existing customers with exceptional customer service. He is very personable and brings professionalism to his role.

    Wes Burroughs

    One of the things I enjoy most about what I do is educating clients on what is available to them as an investor. Our clients know where they’re at financially and where they are going because we make breaking down the complexities of a constantly changing world a top priority. Outside of work, I love spending time with my wife, Blyn, and playing with our daughter, Sophia. I also enjoy running and hosting game night with friends.

    Education and Biography

    TRAINING
    Wes attended Liberty University where he obtained his BA in Philosophy.

    SPECIALISMS
    Wes joined Bailey Wealth Services in 2021. His focus is helping families maintain and grow the wealth they already have. Wes enjoys working with our valued clients to facilitate financial relationships by providing solutions, solving problems, and helping them manage their financial lives.

    A. Sean Bailey, CFP®

    My mission is to assist families as they strive to acquire, accumulate and retain wealth in a tax efficient manner so they may live in retirement with confidence and dignity. When I’m not engaged in professional activities, you can find me on a mountain top with my wife, Kim, and our two children, Eleanor and Oscar.

    Education and Biography

    TRAINING
    Sean received his Bachelor’s Degree in Business Administration, Finance Concentration, from the University of Washington.

    SPECIALISMS
    Sean Bailey has been in the financial services industry for 30 years. He specializes in developing comprehensive financial, estate and retirement planning strategies for clients nearing and in retirement. Sean is a Registered Principal and Investment Advisor with LPL Financial. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Sean is also a member of the Financial Planning Association and Ed Slott’s Elite IRA Advisor Group.

    Ed Slott’s Elite IRA Advisor Group is not affiliated with Bailey Wealth Services or LPL Financial.

    Sonya Jones

    I endeavor to provide excellent service to our clients and organizing processes and procedures to ensure our office runs smoothly. When not working, I enjoy spending time with my fiancé, Erik, and our two boys, Lukas and Archer along with our dog Pixie. I love cooking for them and experimenting with different recipes and techniques, including treats for Pixie. Our favorite family activity is taking road trips, especially to California to visit family and friends.

    Education and Biography

    TRAINING

     

    Sonya received her BA in Art at California State University, Chico and has over 25 years of administrative and customer service experience in the financial services and accounting industries.

     

    SPECIALISMS

     

    Sonya’s focus is to help clients reach their financial goals by assisting them with their various transactions and paperwork to service and maintain their accounts. This includes opening new accounts and initiating transfers from and to financial institutions. Sonya is constantly looking for new ways to improve our processes to ensure we work efficiently and in a manner that creatives positive experiences for our clients.

    Sonya Jones

    I endeavor to provide excellent service to our clients and organizing processes and procedures to ensure our office runs smoothly. When not working, I enjoy spending time with my fiancé, Erik, and our two boys, Lukas and Archer along with our dog Pixie. I love cooking for them and experimenting with different recipes and techniques, including treats for Pixie. Our favorite family activity is taking road trips, especially to California to visit family and friends.

    Education and Biography

    TRAINING
    Sonya received her BA in Art at California State University, Chico and has over 25 years of administrative and customer service experience in the financial services and accounting industries.

    SPECIALISMS
    Sonya’s focus is to help clients reach their financial goals by assisting them with their various transactions and paperwork to service and maintain their accounts. This includes opening new accounts and initiating transfers from and to financial institutions. Sonya is constantly looking for new ways to improve our processes to ensure we work efficiently and in a manner that creatives positive experiences for our clients.