A complete list of active advisors currently associated with Ventura Coast Wealth Management

Warmer can help you find a great advisor at Ventura Coast Wealth Management or one who fits your needs even better.

Ventura Coast Wealth Management provides fee-only financial planning and investment monitoring to individuals, small businesses, trusts, pension plans and corporations. Services include comprehensive financial plans, limited-scope hourly engagements or retainers, and ongoing asset monitoring and implementation support for client investment portfolios. The firm emphasizes strategic asset allocation using a core-and-satellite approach, typically with passively managed index funds and ETFs as the core and select active funds in satellite positions, and documents objectives in an Investment Policy Statement for each client. Accounts are managed on a non-discretionary basis: trades are executed only after client approval under a limited power of attorney, and portfolios are reviewed at least annually with ad hoc reviews for market or life-event triggers. The owner is a licensed attorney and a real estate broker and the adviser maintains affiliations with a law practice and real estate activities, which can inform estate-planning and real-estate considerations in client advice—an arrangement that is uncommon among independent advisers. The firm also notes it manages assets primarily on a non‑discretionary basis and discloses a past client arbitration that was settled; these are factual items prospective clients may weigh when comparing this firm to peers.

To learn more about the advisors currently working at Ventura Coast Wealth Management, 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.