Dedication to Match Your Mission
The financial wellbeing of a nonprofit organization impacts more than its managers, employees and volunteers – it has a lasting effect on the communities they serve. Our goal is to help ensure your organization is able to best achieve its mission by providing you consistent, high-quality advice, management, and service. And, as the your organization changes and evolves, we will be there to adapt your organization’s financial plan so you can stay on track for what comes next.
Since its inception, Ventura Wealth Management has been helping nonprofit organizations set and achieve financial objectives. All our principals and many of our team members have served on boards of various nonprofit organizations, giving us unique insight into the challenges you face and the opportunities you seek. Balancing the unique constraints that nonprofits face, we design custom solutions for the modern organization.
Our commitment to putting the clients’ needs above all else means you will receive high-touch customer service whether you have been a client for one month or fifty years. And at each point in the relationship, you can rely on a team who listens to you, offers the same level of support in good times and bad, and proactively presents objective advice.