Nicholas V. Ventura, CFP®, CPWA®

President / Chief Executive Officer

Nick Ventura is the founder and CEO of Ventura Wealth Management.  Nick’s career spans over thirty three years in the field of investment management, and many of the firm’s clients have been with him from the start.

Nick’s areas of expertise include portfolio strategy, asset allocation, and advanced financial planning. Nick is a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth Advisor.  After a successful career in the brokerage industry, Nick founded Ventura Wealth Management to serve the client’s needs above all else.  His strong desire to remove the biases and sales pitches from the investment experience was a guiding force to the firm’s independent philosophy.

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 is a guest commentator on NJ 101.5.

Nick is active in the local community and serves as the president of the Board of Directors for PEI Kids, a well-respected child welfare agency. Nick’s hobbies include skiing, hiking, golf, and sports cars.  He graduated cum laude from Rider University in 1980 with dual degrees in Finance and Management.