High Earning Professionals in Their 30's & 40's
We Understand Your Unique Problems and Needs
Most financial advisors market to a geographic area or social group and provide general advice to their clients. They say good things like “save more here” or “invest in these funds” or “buy this insurance” – but they don’t deeply understand your unique problems.
Ventus Wealth Management is different – we are not generalists. We focus on providing specialized Financial Planning and Investment Management to a select group of individuals & families that share similar financial and career profiles.
A typical client experiences:
- Delayed entry to full employment due to military service or extensive professional training.
- A mid-career earnings inflection where they see a massive overnight increase in compensation.
- Significant expected life-time earnings heavily biased towards the later part of a career.
- Significant risk to compensation from physical disability or illness.
Our entire service model is set up to serve and provide value to our select clients – from transparent fee structure to the heavy use of technology. We operate 100% virtually in order to serve clients all over the United States.
Ventus Wealth Management Specializes in Helping The Following Clients
Unique challenges and needs:
- Seniority-based earnings and industry volatility.
- Mandatory retirement age and reliance on maintaining medical clearance.
- Reliance on employer plans for retirement (e.g. 401k).
Unique challenges and needs:
- Significant student loan debt.
- Long training program delays entry into high earning workforce.
- 5x-8x increase in earnings from Resident/Fellow to Attending.
Unique challenges and needs:
- Maximizing civilian workplace benefits.
- Transition to an employer-based retirement plan.
- Balancing civilian career and military reserve duty.