Who We Serve
Pre-retiree investors looking to grow and accumulate assets
Retiree investors looking to protect and grow assets and not run out of money
Retirement plan sponsors looking to work with a fiduciary advisor and provide employees with an efficient and effective retirement plan
What We Do
Financial planning brings all the pieces together for healthcare, taxes, retirement income, investments and estate transition.
While no investment strategy is perfect, we believe in multiple strategies to minimize significant draw-downs for consistent long-term performance.
Insurance is about mitigating potential risk and protecting you and your family of adverse events, protecting income or minimizing market risks of growth.
Retirement Income Planning
From the accumulation phase to the distribution phase, the right strategy will help you plan for a lifetime of income.
Employer Sponsored Retirement Plans
Employers and employees deserve the very best when it comes to saving for retirement
Understand Your Risk Profile
Discover what your portfolio risk should be based on risk preference and risk capacity.
Venn Wealth & Benefit Services, LLC is a private money manager and financial service firm serving individual investors and corporate retirement plans. Our primary objective is to protect and grow client assets over time using a rules based approach and focusing on minimizing overall fees. Whether you're an individual investor or retirement plan sponsor, you should know what you're paying your advisor and feel confident you're getting real value from the services being provided.
Our advisors come from different backgrounds and bring different strengths and knowledge. Our advisors have on average over 20 years of experience. We embrace this experience and utilize it to the advantage and benefit of our clients.
Venn Wealth & Benefit Services, LLC, 210 E. Plank Road, Ste 1C, Altoona, PA 16602
©2022 Venn Wealth & Benefit Services, LLC
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Any strategy overviews are for descriptive purposes only and do not take into account particular investment objectives, tolerance for risk, financial situation or needs. Not all strategies are suitable for all investors and this is not a solicitation or recommendation of any investment strategy. All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. For a complete description of investment risks, fees and services, review the Venn Wealth & Benefit Services, LLC firm brochure (ADV Part 2 brochure & Client Relationship Summary) which is available from your Investment Advisor Representative or by contacting Venn Wealth & Benefit Services, LLC .
Additional information about Venn Wealth & Benefit Services, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov. Please note that registration as an Investment Advisor or Investment Advisor Representative does not imply any level of skill or training.
Email & Phone:
210 E. Plank Road, Ste 1C
Altoona, PA 16602