Focus on what matters most.
Milestone 360 is a cutting-edge financial planning philosophy focused on your client experience.
Ventura Wealth Management’s Milestone 360 program adopts a holistic view of your family’s financial plan. Education. Goal setting. Innovative ideas. Diligent tracking. Easy to understand reporting. Your goals take priority. Our goal is to meet yours.
As a client of VWM, you are a member of the Milestone 360 community. You are not an account number. How you are treated does not center on your net worth or account balance. The Milestone 360 program is more than how you interpret your family’s financial plan – it’s a comprehensive client experience.
As a team of enthusiastic professionals, we believe in putting clients first. Thoughtful service greets you through our doors. Our team-based approach centers on how we may best serve you, your family, and your financial legacy.