Individuals & Families

Customized Strategies for Today and Tomorrow

It starts by listening. We take the time to learn from you and ask the questions necessary to gain a comprehensive understanding of both your goals and your current financial position. From there, we assess strengths and weaknesses, taking all aspects of your life into consideration in order to build a financial plan.

Ventura Wealth Management works with individuals and families to create a holistic plan designed for where you are today and where you want to be tomorrow. We understand and value that your life, your goals, and your needs are distinctly yours, which is why every single one of our financial plans is personalized and unique. And, as life inevitably changes and evolves, we’ll be there to advise and adjust your financial plan so you can stay on track to reach your goals.

We strive to find solutions that are transparent and understandable.

A Partner for Your Financial Journey

Your team will consist of experts from across the financial landscape to ensure that you receive comprehensive support and specialized expertise in all areas of your financial wellbeing. This team will be there to answer questions, no matter how big or small, and welcomes that conversation. We will provide honest feedback and transparency around fees so that you’re informed and never surprised.

In order to apply a broad base of knowledge, financial products, and services that make your financial plan uniquely successful, many of our staff members have pursued advanced education degrees and obtained recognized professional designations (CFP®, CPWA®, CFA®, CMT®, ChLU®, ChFC®). We value education. This allows you to consistently meet with qualified professionals, not just sales people.

Our Purpose

Founded in 1999 by Nick Ventura, Ventura Wealth Management was created to serve client needs above all else.

Who We Are

The biggest differentiator between advisory firms is the people behind those firms.

Trust and Transparency

At Ventura Wealth Management, our goal is to build trust and cultivate long-term relationships through proactive and transparent communication, collaboration, and ongoing consultation. Some of the services we provide include, but are not limited to:

  • Asset Management
  • Retirement Income Planning
  • Education Funding
  • Estate and Legacy Planning
  • Insurance Needs Analysis
  • Stock Option Maximization
  • Employee Benefit Consultation

We’d Love to Talk

Contact us today to set up a conversation with our team and learn more about how we can can help plan for your financial future.