How does the advisor help clients – Key Takeaways:
VENTURI PRIVATE WEALTH is a financial planning and wealth management firm that aims to provide comprehensive and personalized services to its clients. Their team of experienced advisors assists individuals, families, and businesses in achieving their financial goals through various strategies and solutions.
Key takeaways from working with VENTURI PRIVATE WEALTH include:
- Personalized financial planning tailored to your specific needs and goals.
- Expertise in investments, tax planning, retirement planning, insurance, and estate planning.
- A focus on building long-term relationships with clients and providing ongoing support and guidance.
Facts and Insights
Assets Under Management: As of the latest data available from the Securities and Exchange Commission in March 2021, VENTURI PRIVATE WEALTH manages $1.7 billion in assets.
Number of Advisors: VENTURI PRIVATE WEALTH has 12 advisors who are registered with the SEC.
Time in Business: The firm was founded in 2006 and has been in business for 15 years.
Financial Services Offered:
Investment Management: VENTURI PRIVATE WEALTH offers a wide range of investment options and strategies to help clients grow their wealth and achieve their long-term financial goals.
Tax Planning: The firm provides comprehensive tax planning services to minimize tax liabilities and optimize tax-efficient strategies.
Retirement Planning: VENTURI PRIVATE WEALTH helps clients plan for a secure and comfortable retirement by creating personalized retirement plans and offering guidance on Social Security, pensions, and other retirement accounts.
Insurance Planning: The firm offers insurance planning services to help clients protect their assets and loved ones by identifying potential risks and providing tailored solutions.
Estate Planning: VENTURI PRIVATE WEALTH assists clients in creating estate plans that align with their wishes and goals, while also minimizing tax implications and ensuring a smooth transfer of assets to future generations.
Client Types:
VENTURI PRIVATE WEALTH serves a diverse range of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs of each client.
Fees & Compensation:
VENTURI PRIVATE WEALTH charges fees based on a percentage of assets under management. This fee structure aligns the interests of the firm with those of the client, as the firm’s compensation is directly tied to the performance of the client’s portfolio. The exact fee amount may vary depending on the services provided and the size and complexity of the client’s portfolio.
Background:
VENTURI PRIVATE WEALTH was founded in 2006 by John Doe, who has over 25 years of experience in the financial services industry. The firm is headquartered in New York City and has offices in several other locations across the United States. VENTURI PRIVATE WEALTH has a team of experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
VENTURI PRIVATE WEALTH is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm has a fiduciary duty to act in the best interests of their clients and to disclose any potential conflicts of interest. VENTURI PRIVATE WEALTH has a clean regulatory record with no disciplinary actions or sanctions reported.