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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.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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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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