Our Services

Holistic Wealth
Management

We help coordinate every aspect of your financial life, investments, tax and estate planning, business strategy, risk management and philanthropy into a single, disciplined plan tailored to your goals, timeline and values. By integrating advice across disciplines, proactively addressing tax and liquidity needs, and providing ongoing governance and adaptive reviews, we help preserve capital, optimize after-tax outcomes, and ensure your wealth supports both your lifestyle and the legacy you intend to leave.

How We Serve

As your chief financial partner, Vision Wealth Strategies oversees your big-picture goals and coordinates every detail of your plan. We align strategies with your needs, values, and priorities, working with your existing advisors or introducing trusted specialists so you have the right resources to pursue your vision of success.

  • Wealth Planning

    Our team conducts a comprehensive review of your assets, liabilities, cash flow, and goals, then crafts a tailored roadmap that aligns investment strategy, tax planning, and risk management with your timeline and priorities. We implement the plan and provide ongoing oversight and adaptive reviews, so you remain on track for the retirement you envision.

  • Investment Management

    We apply a process-driven approach that combines rigorous in-house and third-party research with active risk and tax management. Our repeatable, evidence-based investment process begins with a tailored asset allocation aligned to your time horizon, risk tolerance and cash-flow needs, then layers tactical insights and selective alternative allocations to enhance diversification and return potential. Clients gain curated access to traditional and alternative strategies structured to match objectives, liquidity requirements and concentrated-position constraints, with ongoing monitoring, tax-aware implementation and disciplined rebalancing.

  • Estate & Legacy Planning

    Your legacy deserves strategic planning. We review trusts, wills, beneficiaries, ownership structures and charitable intentions to identify opportunities to reduce estate and gift taxes, streamline wealth transfer, protect beneficiaries, and preserve family governance. We coordinate with your legal and tax advisors to implement robust, private solutions that reflect your values and long-term objectives.

  • Tax Planning

    We combine comprehensive wealth planning with proactive tax strategies. After a thorough analysis of assets, liabilities, cash flow, and projected tax exposures, we identify tax-saving opportunities across income, investments, gifting, trusts, entity structuring, and charitable giving. We design and implement customized, tax-efficient solutions coordinated with your tax and legal advisors and provide ongoing monitoring and adaptive adjustments to preserve cash flow and long-term outcomes.

  • Business Strategies

    We support owners at every stage of the company life cycle with customized strategies that reflect your values and financial objectives. Services include capital and liquidity planning, owner compensation and tax strategy, operational finance, exit and succession planning, and governance/family alignment. We coordinate with your attorneys, accountants, and transaction advisors to deliver practical, tax-sensitive solutions.

  • Private Client Services

    Our Private Client Services provide highly personalized advice and execution for clients with intricate financial lives. We act as your central coordinator working closely with your legal, tax, and business advisors to design bespoke strategies for wealth preservation, growth, liquidity, and intergenerational transfer, all delivered with enhanced service and privacy.

  • Insurance Planning

    We assess exposures across your personal and business life and recommend tailored insurance solutions - life, disability, long-term care, property, liability, and specialty coverages. Our goal is to minimize financial disruption, preserve cash flow, and support recovery. We coordinate with your other advisors to ensure coverage aligns with your broader wealth plan. Our process begins with a thorough risk assessment to identify gaps and potential losses, then we help design and implement a coordinated insurance program tailored to your needs.

Eric J. Brisebois

Award Details

Eric J. Brisebois

Founder | President | Wealth Advisor

Eric is the Founder and President of Vision Wealth Strategies, LLC, an independent financial services firm based in Westborough, MA. With more than 25 years of experience, he built the firm on a collaborative, team-based approach that proactively addresses both basic and sophisticated client needs. Eric’s purpose is to help individuals, families, and businesses crystallize their vision, optimize their wealth, and pursue a life of prosperity.

Eric has aligned the firm with strong strategic partners to give clients access to a comprehensive team and expanded services. He has been recognized as a Five Star Wealth Manager and is affiliated with several industry organizations that connect him with like-minded peers who share his commitment to building a service-focused business.

Eric lives in Arlington, MA with his wife, Ashley, and their children, Grace and Max. He values trust, compassion, and integrity, and pursues a balanced life through family, fitness, community service, and endurance events, including multiple Boston Marathons.

Find on BrokerCheck

James J. Aldo, MSF

James J. Aldo, MSF

Wealth Advisor

James is a Wealth Advisor at Vision Wealth Strategies. He holds an M.S. in Finance from Southern New Hampshire University and has worked in the financial industry since 2016. James’s experience, attention to detail, and strong client-service skills make him a valuable resource for developing and implementing personalized wealth plans. He enjoys collaborating with clients and finds deep satisfaction in helping them achieve their life goals.

James and his wife Jennifer live in Taunton, MA with his stepson Tyler, their daughter Hailey, and their two dogs, Bain and Harvey. James enjoys mountain biking and playing softball with his family. James’ other hobbies include golf, weightlifting and cooking.

Find on BrokerCheck

Cheri L. Nelson

Cheri L. Nelson

Director of Operations

Cheri has been a cornerstone of Vision Wealth since 2014, serving as Director of Operations. She oversees the seamless execution of daily operations and collaborates closely with the team to ensure exceptional service for every client. Known for her meticulous attention to detail, strong organizational skills, and personable nature, Cheri plays a vital role in maintaining the firm’s operational excellence.

She holds her Life and Health Insurance license and is a Notary Public in the Commonwealth of Massachusetts. Cheri earned her bachelor’s degree from Colby-Sawyer College.

Residing in Framingham, Massachusetts, Cheri shares her life with her husband, Mark, their two sons, Zachary and Connor, and their cat, Neko. An active member of her community and local parent-teacher organization, she brings the same dedication to her personal pursuits as she does to her professional life. A lover of the outdoors and fitness, Cheri enjoys running, snowboarding, and adventuring with her family. In 2018, she completed the Newport Marathon.

Family is at the heart of everything Cheri does. Growing up with five older brothers instilled in her the value of strong family bonds and resilience. A passionate traveler, she has lived in Australia and taught second grade in Hong Kong, experiences that deepened her appreciation for global cultures. Cheri looks forward to exploring more of the world in the years to come.

Meaghan E. Fors

Meaghan E. Fors

Client Experience Associate

Meaghan is a Client Experience Associate at Vision Wealth Strategies. She supports client needs with exceptional communication, organization, and care. Meaghan manages client communication and scheduling, provides business and marketing support, and thrives on supporting the team in any capacity to advance the firm’s collective mission.

Prior to joining Vision Wealth Strategies, she spent nearly a decade in management, where she honed leadership, multitasking, and customer-service skills. Meaghan excels in situations that require strong organizational and interpersonal strengths.

Beyond her professional role, Meaghan is enthusiastic and personable, with a zest for life and a big personality. As one of six siblings, family is at the heart of everything she does. She is committed to giving back to her community, volunteering with multiple local organizations. In her free time, she enjoys concerts, event planning, creative projects, New England sporting events, and adventures with her husband Adam and their rescue pup, Marvin.

John F. Brisebois

John F. Brisebois

Business Consultant

John brings a practical, real-world perspective to Vision Wealth Strategies. As a father of 6, his family lifestyle, business experience, financial and tax knowledge, and broad life experience provide valuable insight.

He served in the military in the 1970’s, attaining the rank of captain. He graduated from WPI in 1971 with a mechanical engineering degree and went on to lead multiple departments and special projects for UPS. He was with the company for over 25 years, helping them grow from a 6-state startup to an international operation.

John has owned and operated two country inns with restaurants, providing firsthand experience in staffing, operations, and regulatory management for small businesses. He is also an Enrolled Agent with the IRS.

Ashley E. Brisebois

Ashley E. Brisebois

Project Manager

Ashley is the Project Manager at Vision Wealth Strategies, applying her expertise, energy, and problem-solving skills to advance company initiatives. She helps manage workflow, implements process improvements, and collaborates closely with staff to incorporate their ideas. Ashley works part-time at the firm while maintaining a clinical career as a nurse practitioner in cardiac electrophysiology at Lahey Hospital & Medical Center in Burlington.

Raised working in her family’s business from age 10, Ashley naturally adds value to the Vision Wealth Experience. Her favorite role is being a mom to her and Eric’s children, Grace and Max, and she values quality family time, running, hiking, and living a healthy, balanced life.