Nashville, TN Office

Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive planning and model‑based investment management services and generally requires a $500,000 account minimum while retaining discretion to accept smaller relationships.

Investment management is delivered primarily through a suite of model portfolios—including Current Income, Global Balanced, Core Equity, Global Alpha, and the DART dynamic allocation model—using individual securities, mutual funds, ETFs, options and alternative assets as appropriate. The firm’s process combines fundamental, quantitative and technical analysis with an emphasis on asset allocation and risk control, and portfolios are monitored and rebalanced regularly (monthly or intramonth in stressed markets).

Notable distinctions in the brochure include an affiliation with an in‑house insurance agency (Ventura Wealth Insurance Services, LLC) and disclosure that advisory affiliates are licensed insurance producers who may recommend and sell insurance products, which creates a potential conflict of interest. The brochure also discloses a Solicitor Agreement with a third party and that the firm may receive marketing and support services from custodians—arrangements and third‑party relationships that are less common among similarly sized advisory teams.