A complete list of active advisors currently associated with Ventana Private Wealth LLC

Warmer can help you find a great advisor at Ventana Private Wealth LLC or one who fits your needs even better.

Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm works with a relatively small client base, offering ongoing portfolio oversight and financial planning recommendations that clients may implement at their discretion. Its investment approach is risk-based and grounded in Modern Portfolio Theory, with portfolios constructed across no-load mutual funds, ETFs, fixed income, equities, REITs, structured products, and private investment funds. Accounts are typically managed on a discretionary basis with regular reviews (generally quarterly) to keep allocations aligned with clients’ objectives and changing circumstances. Noteworthy features include its small, owner-operated practice model with a modest number of client relationships and correspondingly larger average account sizes than many peers, and routine use of private investment funds and structured products that can present liquidity and valuation complexities. Operationally the firm recommends a single custodial platform, is often deemed to have custody due to its fee-handling practices and follows SLOA procedures where applicable, and it does not accept authority to vote client securities.

To learn more about the advisors currently working at Ventana Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.