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.
MICHAEL SCHULTZ, RFC, AIF
VENN WEALTH & BENEFIT SERVICES, LLC
210 E. PLANK ROAD, STE 1C
ALTOONA, PA 16602
CHRIS HALAS, EA
What Makes Us Different
1.) Practice responsible fiduciary stewardship.
2.) Manage money like you're family.
3.) Strive to keep expenses and fees low to save you money!
4.) Practice strategies ideal for clients who are looking to protect and grow their investment accounts through defensive and tactical methods.