Nonprofit Organizations

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.

We take the time to understand your company’s mission and vision.

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. 

Get to Know Us

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.

Some of the services VWM offers nonprofit clients include:

  • Retirement Plans: 401(k), 403(b), Defined Benefit, Deferred Compensation
  • Reserve Account Management
  • Endowment and Investment Account Management
  • Insurance Solutions for Key Executives

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 with your financial plan.