Milestone 360

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.

  • We Listen.

    To you.  We do not selectively pick out what we want to hear.   Effective communication mandates we take the time to understand your financial aspirations.  By taking the time to listen and “get it right the first time,” we maintain that we are better informed to support and advise you over time.

  • We Support.

    During good times and bad. Your questions are answered diligently by our team. Placing your trust and assets in the hands of a professional wealth management firm is no small matter. Supporting you and your financial life is the cornerstone of Milestone 360.

  • We Advise.

    Providing full-time investment management, risk evaluation, and goal setting are imperative to the financial planning process. Clients consult us on a wide range of financial topics. We welcome questions and conversations.

 

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.

 

 

This is our promise. This is Milestone 360