Nicholas V. Ventura, CFP®, CPWA®
Founding Partner / Chief Executive Officer
Nick Ventura is the founding partner and CEO of Ventura Wealth Management. Nick’s career spans over forty years in the field of investment management. After leaving a successful career in bond trading and portfolio management in the brokerage industry in 1999, Nick went on to found VWM. The firm acts as a fiduciary, serving the client’s interests above all else.
Nick’s areas of expertise include portfolio strategy, asset allocation, and advanced financial planning. His belief in client education has been a guiding force of the firm’s philosophy. By focusing on education and a strong belief in the biases presented in behavioral finance, Nick has helped clients manage emotion in the financial planning process to achieve high levels of success.
He was an early adopter of team-based investment management and feels strongly that the best client support is derived by a team of professionals with multiple fields of expertise. The firm’s mantra of “do no harm” is testimony to the risk control that Ventura Wealth Management maintains for client assets. Working together with the firm’s other portfolio managers, Nick is instrumental in the development of innovative and proprietary investment strategies. He has been quoted in various financial publications such as Forbes, The Wall Street Journal, USA Today, Fox Business, and has been a radio and tv commentor.
Nick has been active in the local community and served as the president of the Board of Directors for PEI Kids, a well-respected child welfare agency. Nick and his wife Michelle’s hobbies include cooking, wine collecting, skiing, hiking, golf, and sports cars.