This Thanksgiving, we're reminded of the importance of gratitude, community, and partnership. To our clients, colleagues, and friends: thank you for trusting us with your goals and financial future. Wishing you a day filled with love and celebration!
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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Craig Warnimont, CFA?recently joined?Oliver Renick?on?Schwab Network?to discuss the key factors driving the success of two industry leaders. He highlighted how Nvidia’s legacy of reinvention has fueled its growth trajectory, setting the stage for continued innovation and success. Meanwhile, Meta Platforms’ seamless integration of “art and science” strengthens its position in the evolving digital landscape. To watch the full video, click here:?https://bit.ly/4fvjpmZ ? ----- ? Disclosure: Venture Visionary Partners, LLC (herein “VVP”) is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. ? Third-party recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s experience. ? The returns achieved by capital markets and globally diversified portfolios do not represent the performance of VVP or any of its advisory clients. Returns do not reflect the impact that advisory fees may have on performance. ? All expressions of opinion are subject to change and should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned. VVP does not provide any guarantee, express or implied, that the information presented is accurate or timely, and does not contain inadvertent technical or factual inaccuracies. ? All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark. The past performance of securities is no guarantee of their future result. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of an investor’s portfolio. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
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As we commemorate Veterans Day, we honor the service, sacrifice, and resilience of our veterans who have defended our nation’s freedom. Their dedication to duty and commitment to values are qualities we admire deeply. To all who have served and their families, we extend our heartfelt gratitude. #ThankYouForYourService #VeteransDay2024
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We were honored to sponsor the 2024 Walk to End Alzheimer's in Toledo, OH last week! Our team was proud to join thousands of others walking for a cause that’s close to our hearts. A few of our dedicated team members laced up their sneakers to raise awareness and support research efforts to end this disease. Together, we’re making strides toward a brighter future for those affected by Alzheimer’s! To learn more, click here:?https://bit.ly/3C95Vyn
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Our CIO,?Craig Warnimont, CFA, recently shared insights on?Schwab Network?about how this earnings season could ripple through Big Tech and the Mag 7. The early results may set the tone for market expectations in the months ahead. Watch the full video here:?https://bit.ly/3BMJLCb
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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
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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!