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Financial Planning

Consistent, focused oversight for individuals and families

"By failing to prepare, you are preparing to fail.” - Ben Franklin

Insurance and Annuities

Clarified choices for asset protection

"Not everything that is bad comes to hurt us.” - Italian Proverb

Asset Management

Intensive analysis with agile execution

"Be fearful when others are greedy and greedy when others are fearful.” – Warren Buffet

Retirement Plans

Superior levels of services and advice

"39% of workers plan to retire at age 70 or not at all." – Investment News

Executive Services

Custom strategies for corporate executives

"More of the same, usually just gives you more of the same." – Price Pritchett

Business Services

Targeted guidance on critical issues for business owners

"Control the controllables." – Price Pritchett

About VWM

Ventura Wealth Management is an independent Registered Investment Advisor (RIA). Unparalleled service, objective advice, and comprehensive planning act as the central pillars of our client experience. We are dedicated to building long-term client relationships through diligent management, custom portfolios, client education, and ongoing financial review.

Our Philosophy

Clients come first. We abide by the Hippocratic Oath, “First, do no harm.” By taking the time to carefully understand each of our clients’ needs, VWM develops and executes personalized financial plans and portfolios. No sales pitch. No games. From promptly returning your calls, to managing your portfolio, to personal meetings with you on an ongoing basis, our professionals deliver unparalleled service. Our motto is: “We Listen. We Support. We Advise.”

Services

Our areas of expertise include financial planning, investment management, insurance, and wealth strategies for individuals, families, business owners, corporations, and nonprofit organizations. We welcome clients from all walks of life. Our clients share a common thread, a pursuit of excellence. Whether your goal is worry-free retirement or superior asset growth and protection, VWM works with you to achieve your objectives and financial goals.