VisionQuest Wealth Management, a firm based in Raleigh, Florida that acts as a personal chief financial officer to individuals and families, has opened a new office in downtown West Palm Beach.

“Our team looked at a few options for growth, but we found South Florida offered the best opportunity for new growth,” said VisionQuest’s chief executive, Stephen Peters.

“The timing is right in the real estate market, and we have already had many introductions to potential clients through referrals in this area. It makes sense for us to have a presence in this market, he said.

Over the past three years, VisionQuest has established a number of relationships in the Florida market, including the acquisition of an asset management firm in the Jacksonville area.