A complete list of active advisors currently associated with Ventus Wealth Management

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

Ventus Wealth Management provides financial planning and investment management primarily to individual clients, high‑net‑worth individuals, and charitable organizations. The firm offers ongoing comprehensive financial planning, project‑based and hourly planning, investment management tied to each client’s Investment Policy Statement, and limited consulting services to other advisors. The firm’s investment approach is grounded in Modern Portfolio Theory and predominantly passive management using index mutual funds and ETFs, with portfolios built around asset‑class allocations and low turnover. Although the adviser can accept discretionary authority, the brochure notes that a substantial portion of client assets are managed on a non‑discretionary basis—meaning trades generally require client consent—which the firm highlights as part of its client engagement model. Noteworthy features for a firm of this size include a technology-enabled option to advise “held‑away” accounts via a third‑party platform (Pontera) that requires client‑provided online access for allocation changes, and a stated practice of not aggregating trades for clients. The brochure also discloses the firm’s principal maintains outside employment as an airline pilot and reserve military officer, a fact the firm says is mitigated by its longer‑term, low‑turnover strategy and scheduling practices.

To learn more about the advisors currently working at Ventus 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.