Compliance Disclosure

Venn Wealth & Benefit Services, LLC (“Venn”) is a registered investment adviser with the Pennsylvania Department of Banking & Securities, based in Altoona, Pennsylvania. Our current written disclosure brochure, which provides detailed information about our services and fees, is available at any time upon request or at: 👉 https://www.vennwealth.com/adv-form

Advisory Services & Registration

Venn offers investment advisory services only in states where we are properly registered, or where we qualify for an exemption or exclusion from registration requirements. The content on this website is intended solely to provide general information about our firm and services. It should not be interpreted as an offer to transact securities business or to deliver personalized investment advice over the Internet. Any direct engagement between Venn and a prospective client will be handled by a properly licensed representative in the client’s state of residence.

Third-Party Content & Resources

Our website may include links to third-party websites and information. Venn makes no warranties or representations regarding the accuracy, completeness, or timeliness of such information and assumes no liability for the content provided by unaffiliated parties. These resources are offered for convenience and informational purposes only.

Investment Risk Disclosure

All investments carry varying degrees of risk. There is no assurance that any specific investment strategy will be profitable or match past performance. Registration with a securities authority does not imply a certain level of skill or training, nor should prior success be interpreted as a guarantee of future results.

Commentary, Publications & Market Views

Certain portions of our website may include commentary, newsletters, or articles that reflect the opinions of Venn or third parties as of a specific date. These views may no longer be current and should not be construed as personalized advice. No content on this site should be considered legal, accounting, or tax advice. Clients are encouraged to consult with their respective professional advisors in these areas.

Rankings & Designations

Recognition by third-party publications or organizations should not be construed as an endorsement or guarantee of future results. Unless otherwise disclosed, Venn does not pay to be included in any rankings. Such recognitions are typically based on information voluntarily submitted by the adviser and may not include all investment professionals in the industry.

Online Tools & Calculators

Any calculators or interactive tools offered on this website are for educational use only. Results obtained from these tools should not be interpreted as personalized financial advice or recommendations.

Legal Release

By using this website, you agree to release and hold harmless Venn, its officers, directors, employees, and affiliates from any adverse outcomes resulting from actions taken that are independent of a formal advisory relationship with Venn.