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Our 4 Step Process to Wealth Management

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Wealth Management

At Ventura Advisors, we believe that financial success is achieved by combining sound investing with sound planning. Neglect of one diminishes success in the other. For each client, we develop a financial strategy that is unique to his circumstances, then execute that strategy with the best available investments and services. In many cases, the investments that we use are reserved for institutional investors and are unavailable to the individual investor.

To ensure that your strategy is appropriate for you, we engage in a four-step process:

1. Client Needs Assessment

2. Financial Strategy

3. Implementation

4. Monitoring

 
Contact Us

21860 Burbank Blvd., Suite 100
Woodland Hills, CA 91367
Ph: (818) 857-5080
Fax: (818) 704-0400
info@VenturaAdvisors.com

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