The VWM wealth management process begins with goal setting and financial planning. Core to this process is a comprehensive, needs based insurance review. Risk control is essential to the preservation and growth of our clients’ wealth. Once adequate protection measures are in place, VWM turns its focus to asset management.

Our investment plan will include developing an investment policy, setting an initial asset allocation, selection of appropriate milestones including time parameters, selection of appropriate investment vehicles, and a plan for monitoring your progress. Our investment plans seek to create security for our clients.

We adhere to a portfolio strategy that incorporates Asset Allocation utilizing a Core Satellite Approach. We believe this strategy offers superior, risk-adjusted returns over time. Asset allocation and diversification can help increase potential investment results while reducing portfolio risk. We incorporate fundamental, quantitative, and technical analysis in making investment decisions. Our goal is to help you achieve your investment objectives with the lowest risk possible. It is our deliberate attempt to build portfolios using non-correlating assets, allowing for different, yet positive, contributions to the overall portfolio performance.

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Securities-related services may be provided only to individuals residing in: CA, CT, FL, GA, IL, ME, MD, MN, MO, NC NJ, NY, PA, TX, VA
Insurance-related services may not be provided to individuals residing in any state other than CT, NJ, NY, PA, TX.
Investment and insurance products: NOT FDIC-Insured/ NO Bank Guarantee/ MAY Lose Value
Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC
Investment advisory services offered through Ventura Wealth Management LLC. a SEC Registered Investment Advisor
Ventura Wealth Management LLC. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc.

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