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.
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.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore their financial goals.
We've helped people just like you explore their goals -- and in many cases, meet them.
Curated articles, videos, and more for a financially savvier you.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
"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
CIMA | CAIA | Co-Founder
Financial Planner | Co-Founder