Our CIO,?Craig Warnimont, CFA, highlights on?Schwab Network?that legacy tech giants like Microsoft (MSFT) will need to reinvent themselves to stay competitive in the coming years. The driving force behind this evolution? A.I. ? As the A.I. revolution accelerates, it will play a pivotal role in shaping the future of these companies' growth and innovation strategies. To watch the full video, click here:?https://bit.ly/3TUxMbU
关于我们
Venture Visionary Partners is a registered independent wealth management firm, advising affluent families and individuals, including business owners and entrepreneurs, to help them be strategically smarter with their wealth. Based in Ohio, we are a team of experienced wealth managers, investment advisors, and other financial specialists, who design and implement customized plans in efforts to achieve our clients’ short- and long-term goals. The heart of our business is our unwavering focus on exceptional client service. This begins with truly listening and understanding each client’s needs, hopes and dreams, as we guide our clients through confident decision-making to help preserve, sustain and optimize their financial situation and legacy.
- 网站
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https://venturevp.com
Venture Visionary Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Sylvania，Ohio
- 类型
- 私人持股
- 创立
- 2019
- 领域
- Investments、Investment Advisory Services、Financial Planning和Wealth Management
地点
Venture Visionary Partners员工
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Brook Bright
I'm a private wealth advisor who strives to help business owners make sure their wealth helps their family grow together rather than grow apart. |…
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Chris Tracey
Director of Compliance, Venture Visionary Partners
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Paul Abendroth, AIF?
Partner at Venture Visionary Partners
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Sarah Wodarski
Relationship Manager at Venture Visionary Partners
动态
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Join us as we celebrate freedom with the powerful sounds of Beethoven's Ninth Symphony, featuring the iconic Ode to Joy on September 27th and 28th. This stunning performance, returning after more than a decade, will showcase the UMS Choral Union and internationally renowned soloists in a breathtaking concert experience. We’re thrilled to support our local arts community and invite you to experience the transformative power of the Toledo Symphony. Click here for more information: https://bit.ly/3TZIZbh #VVP #ToledoSymphony #OdeToJoy #Beethoven #Community #SymphonySeason #Sponsorship #SupportingTheArts
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I'm a private wealth advisor who strives to help business owners make sure their wealth helps their family grow together rather than grow apart. | Fiduciary Advisor ?? | CFA? CFP? ?? | 20 Years of Experience ??
Check out this quick 5-minute video where I share 4 essential tips that can help you create a successful wealth transfer to the next generation: ?? TIP 1: Educate Children Early – Start with an investment gift and regular progress check-ins. ?? TIP 2: Foster Identity – A family constitution can instill values, purpose, and responsibility. ?? TIP 3: Work with Trusted Advisors – Neutral advisors ensure smooth transitions and lasting partnerships. ?? TIP 4: Promote Open Communication – Use annual family trips to bond over charitable giving and financial literacy. I can help you get started, and I can help you finish well.? I call this Money Well Planned?. As a dedicated family steward myself, I believe in a family-first approach and would be honored to support your family’s journey. If you and your family are ready to explore these tips further or begin open conversations about wealth, I’m here to help. Let’s schedule a meeting to discuss how to best preserve your legacy. Advisory services provided by Venture Visionary Partners, LLC (“VVP”). The information provided in this video is for educational purposes only and should not be considered as financial, legal, or investment advice. Please consult with a qualified advisor to discuss your specific situation. While VVP does not directly create family constitutions or charters, Brook Bright leverages his trusted professional network to coordinate this process for clients through third-party experts, ensuring a personalized experience tailored to your family's needs.
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We had an amazing time at the 39th Annual Luther Home of Mercy Golf Outing! Since 1928, this incredible organization has been dedicated to providing adults with intellectual and developmental disabilities with compassionate care and a supportive community. We’re proud to have been a part of this impactful cause for the past 15 years, and we look forward to continuing our support!
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Congratulations to Andrew Bogan on celebrating his one-year anniversary with Venture Visionary Partners as our Client Service Associate! Your dedication, professionalism, and commitment to our clients have made a significant impact. Here's to many more successful years ahead!
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Our Chief Investment Officer, Craig Warnimont, CFA, was featured on Schwab Network discussing reactions to Microsoft's recent earnings and what's ahead for them. To watch the full interview, click here: https://bit.ly/3YvN9dY
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At our Naples location, we had an amazing time hosting a client appreciation and networking event with?Brook Bright, Movement Mortgage, and?First Source Title . With 60 top-producing real estate agents in attendance, the evening was a great success. A special shoutout to Chris Andrews and?Música Tequila?for the unforgettable tequila tasting experience!?
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Loved shooting the Air Club!!! ??
Venture Visionary Partners was thrilled to sponsor and attend The Hospice of Northwest Ohio’s Golf Classic this year. It was an incredible experience filled with great moments on and off the course. A big thank you to everyone who joined us and made the event memorable. Looking forward to more opportunities to connect and support such fantastic gatherings in the future!
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Our first Venture Visionary Partners Cornhole Tournament was a great success! Congratulations to the Whipamos for their victory over The Maize Runners. A heartfelt thank you to all participants and organizers for their team effort. We look forward to more fun events with our team members soon! #Venture #TeamBonding
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Our CIO,?Craig Warnimont, CFA, was featured in?InvestmentNews?sharing his insight on high yield allocations in the current market. To read more, click here:?https://bit.ly/3WjL2bA
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