Re-defining wealth management
in Southwest Florida
It’s time to expect more from your wealth advisory relationship.
Picture a network of professionals working collaboratively on your complex, ever-changing situation to ensure opportunities are seized and gaps are discovered.
We call this MONEY WELL PLANNED.TM
Advanced Planning Methodology
Our Advanced Planning Wealth Management Process focuses on our five pillars of wealth management that wealthy people care about and need.
We believe wealth management goes beyond investment consulting.
Our Advanced Planning Methodology is designed to identify any gaps in your plan that may disrupt your future goals and simultaneously take advantage of opportunities that might become available to enhance your lifestyle.
Together with Our Family Office Experience working collaboratively with your team of professionals or ours, we strive to make sure your wealth plan can withstand the uncertainties of life.
A Family Office Experience
We go beyond investment consulting so you can have access to wealth management that, until now, has only been available to individuals and families with extreme wealth.
Our Family Office Experience coordinates an on-going collaborative partnership between your network of professionals and/or our trusted partners and specialists who have a deep reservoir of expertise and a forward-thinking mindset to protect and grow the lifestyle you’ve created so you can focus on doing what’s important to you.
You deserve a TEAM who delivers what is promised so you can focus on living your life of significance.
Second Opinion Review
Wealth ManagementREDEFINED
It’s time
to expect more.
Beyond Investment Consulting
- As an Independent Registered Investment Advisory Firm, we are beholden to meet our clients’ needs, offering objective advice and the access to abundant funds, services, and resources with strategic partners. We operate on the fiduciary standard, always acting in the best interest of the client.
- We provide on-going deep value through our Advanced Planning Methodology.
- Collaboration with our Family Office Experience that raises the bar on traditional wealth management.
Money Well Planned TM
- Gaps detected.
- Opportunities seized.
Boutique Wealth Management
- Small enough to develop deep, personal relationships.
- Large enough to have the capabilities to solve complex financial needs.
Financial Expertise
- Brook Bright, Private Wealth Advisor, has credentials and expertise to serve clients with complex financial situations.
- Chartered Financial Analyst, CFA®
- Certified Financial Planner, CFP®
- Certified Exit Planning Advisor, CEPA
Contact Us
Venture Visionary Partners
27400 Riverview Center Blvd, Suite 3
Bonita Springs, Florida 34134
The content on this website is for informational purposes only and does not constitute a complete description of VVP’s investment advisory services. Certain investments are not suitable for all investors and are not available to all VVP Clients. Before investing, consider your investment objectives and VVP’s fees. Copyright © 2023 Venture Visionary Partners. All Rights Reserved.
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