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Press Release: Adam Prewett to Join VisionPoint Advisory Group

July 1st, 2019

Dallas, TX —VisionPoint Advisory Group is pleased to welcome Adam Prewett, with over 15 years of industry experience, to their Dallas Wealth Management Team.  In addition, with Adam’s retirement plan experience, he will also assist the Corporate Team with 401k consulting. 

“I look forward to joining the VisionPoint Advisory Group team.  The fit is a strong one as we are equally committed to making an impact for my private wealth and corporate clients,” said Adam. “Joining VisionPoint is going to give my customers a personal CFO experience and they will see a greater degree of service as we will be using the WealthBridge FORMula.”

“We are excited to welcome Adam Prewett and his clients to our seasoned Wealth Management Team here in Dallas. As always, we seek professionals that share the values of our firm to make an impact with those we serve. Adam’s commitment to our values along  with the other members of our team, is positioned to enhance the significant impact he has already made with his clients,” said James Mars CFP® and Managing Partner

VisionPoint Advisors, founded in 1981, is an independent Registered Investment Advisor and financial services company with 60 financial professionals and staff in 7 states and with 5 management offices located in Dallas Texas, Sioux Falls, South Dakota, Wichita, Kansas, Watertown, South Dakota and West Des Moines, Iowa. 

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through VisionPoint Advisory Group, a registered investment advisor. VisionPoint Advisory Group and VisionPoint are separate entities from LPL Financial

For More Information Please Contact:

James Mars, CFP® Managing Partner – TX jmars@vpadvisor.com

Press Release: Tim Thurston to Join VisionPoint Advisory Group

July 01, 2019

Dallas, TX – VisionPoint Advisory Group is pleased to welcome Tim Thurston, AIF® to its Dallas Corporate Retirement Practice.

Mr. Thurston will leverage his more than 20 years’ worth of experience serving corporate retirement plan clients to address employee benefit and retirement plan issues to make a positive impact on their human capital.

Mr. Thurston recently commented that “I am excited about joining VisionPoint.” “VisionPoint has built the infrastructure to serve corporate plan sponsors and their employees effectively.” Plan sponsors need advisors and consultants with the depth and tools necessary to advise fiduciaries and plan administrators about a large body of regulation and best practices. As the defined contribution plan has become the primary retirement savings vehicle for millions of employees, employers are finding that they are being asked to provide more training and coaching for employees on a broad range of personal finance topics. “VisionPoint has the tools necessary to help employers meet these demands and change the conversations they are having with employees” notes Mr. Thurston.

Mr. Thurston will advise employers on a broad range of retirement plan matters and consult on the design, implementation, and administration of qualified and non-qualified retirement plans. Mr. Thurston has extensive experience with plan-level investment manager search and ongoing due diligence, plan operations, fiduciary governance practices, plan analysis of M&A and divestiture transactions for public and private-sector employers, and treatment of international employees and coordination with global retirement plan benefits. He advises clients concerning investigations and operational corrections under the United States Department of Labor Voluntary Fiduciary Correction Program (VFCP) and the Internal Revenue Service Voluntary Correction Program (VCP).

“I am extremely excited to welcome Tim to our team. One of the biggest obstacles we face in the retirement plan industry is challenging plan participants to properly save for their future. However, this can’t be accomplished without proper plan design, governance, and a high level of buy-in from plan sponsors. Tim’s extensive experience with custom plan design, participant education, and plan governance will be invaluable to our plan sponsors and participants,” says Pete Peterson, Partner with VisionPoint Advisory Group.


VisionPoint Advisory Group, founded in 1981, is a registered investment advisor and financial services company with 60 professionals and staff in 7 states and with five management offices located in Dallas, Texas; Sioux Falls, South Dakota; Wichita, Kansas; Watertown, South Dakota, and West Des Moines, Iowa.

Securities offered through LPL Financial, Member, FINRA/SIPC. Investment advice offered through VisionPoint Advisory Group, a registered investment advisor. VisionPoint and VisionPoint Advisory Group are separate entities from LPL Financial.

For More Information Please Contact:

James Mars, CFP® Managing Partner – TX jmars@vpadvisor.com