Center for Family & Privately-Held Business
Venture Visionary Partners
Chad Whipple
419-379-1501
5520 Monroe St. Ste. B
Sylvania, OH 43560
contact@venturevp.com
https://venturevp.com/
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.
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 aims to 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.
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.
We are committed to being fully transparent regarding our fee structure. And we do so with only one goal: that you will honestly feel that the value you receive from our service far exceeds the fees we charge.
Chad Whipple
419-379-1501
5520 Monroe St. Ste. B
Sylvania, OH 43560
contact@venturevp.com
https://venturevp.com/
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.
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 aims to 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.
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.
We are committed to being fully transparent regarding our fee structure. And we do so with only one goal: that you will honestly feel that the value you receive from our service far exceeds the fees we charge.
