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PLAN FOR A GREAT TOMORROW

It's Not Just a Strategy. It's Personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

We are Venn Wealth Management, a financial firm in Coral Gables, FL.  As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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We're Here For You!

We've helped people just like you explore their goals -- and in many cases, meet them.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

What Our Team Has to Say:

"We put our clients' interests first and are honest about what they can expect. Our job is to watch for your financial blind spots and always have your back."

- Dominik Dodny

"The only thing that overcomes hard luck is hard work."

- Harry Golden

"Stay committed to your decisions, but stay flexible in your approach."

- Tony Robbins

Eddy Augsten

Eddy Augsten

CIMA | CAIA | Co-Founder

eddy@vennwealthmanagement.com

Krystian Moreno

Krystian Moreno

Financial Planner | Co-Founder

krystian@vennwealthmanagement.com

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