Solutions

From financial planning and family office services, retirement planning and investments, Venture Visionary Partners offers customized strategies that are designed to address your goals holistically.

As advisors and consultants, we bring to bear our years of institutional experience and specialized expertise, and a successful collaborative approach of having worked together for years.

Financial planning is our foundational service through which we initially map your financial journey. With distinct steps of understanding, planning, reviewing, implementing, and monitoring, our team will guide you towards achieving your goals with regular and transparent communications.

We often work with multigenerational clients and are well-versed in developing family mission statements and managing the psychology of family dynamics.

Clients have also turned to us when facing an impactful life event – such as an inheritance or a divorce – or by a significant liquidity event – such as the sale of a company or the structuring of a compensation package.

Our Approach

The heart of our business is our unwavering focus on exceptional client service. This begins with truly listening and understanding your needs, hopes and dreams, as we guide you through confident decision-making to help preserve, sustain and optimize your financial situation and legacy.

We strive to earn your trust by being able to provide comfort during the emotional trials of financial decision-making, by simplifying the complexities of wealth management, by openly communicating and educating about the freedoms and responsibilities of affluence.

Through our integrity and relationship-minded approach, we are proud of the consistent word of mouth referrals we receive from existing clients as well as their other trusted advisors, including CPAs and attorneys.

Services Overview

financial planning

FINANCIAL PLANNING

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RETIREMENT PLANNING

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CREDIT SOLUTIONS

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INVESTMENT CONSULTING & PORTFOLIO MANAGEMENT

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BUSINESS SERVICES PLANNING

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CHARITABLE GIVING STRATEGIES

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PRE-LIQUIDITY PLANNING

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FAMILY OFFICE SERVICES, INCLUDING GOVERNANCE & WEALTH EDUCATION

Financial Planning

Our planning services covers
  • Wealth Transfer
  • Charitable Giving
  • Retirement
  • Education Planning

At VVP, every relationship starts with financial planning. And our focus begins with a very precise analysis of the probability of your current personal balance sheet being sufficient to achieve your needs for retirement as well as the goals for your legacy.

We will take a holistic approach in reviewing your assets and liabilities, including deferred income and taxation cons iderations. We will use your financial data to build a roadmap for your future. Your plan may call for saving more, spending less, or adjusting your investment portfolio. In every case, our recommendations are customized to meet your overall objectives and align with your values.

Wealth Management

Our investment process covers
  • Asset Allocation
  • Portfolio Monitoring
  • Proactive Management
  • Periodic Rebalancings
  • Clear Communications

Using the roadmap of your financial plan, VVP will design a customized investment portfolio to best achieve your rate of return objectives against your risk tolerance and time horizon. The asset allocation we recommend will take into account the need for diversification of multiple asset classes within global capital markets.

We will continually monitor your portfolio and investment performance, in the context of the macro economic environment as well as your personal goals, communicating with you regularly. When deemed necessary, we will suggest a portfolio rebalancing to better position your holdings to enhance returns and reduce risk.

Corporate Consulting Services

It may be common practice for businesses to use savings and retirement solutions as an employment benefit, but all too often, this approach lacks a clear vision for long-term success.

VVP’s retirement plan consultants bridge the different gaps between your fiduciary duty, the ever-evolving regulatory environment, and the engagement of your employees. Our team takes the lead in creating – or reimagining – the means by which your people can achieve a universal goal: their retirement.

Our investment process covers

  • Direct Agreement:

    As a 3(21) or 3(38) Investment Fiduciary

  • Defined Contribution:

    Traditional & Safe Harbor 401(k), Profit Sharing, 403(b)

  • Defined Benefit:

    Cash Balance, Pension (Investment Management)

  • Non-Qualified:

    Deferred Compensation, Executive Savings

  • Education Only:

    Fiduciary Training, Group & Individual Participant
Meetings, Financial Wellness