​Investment Counseling

We create resilience for our clients.

We create resilience by investing in quality – solutions that have the ability to thrive in a variety of environments.

We believe in simple, straightforward solutions – smart often means simple. Simple, thoughtful and smart. We add complexity to solve unique issues. 
Financial Planning Services
  • Goal-based investment planning
  • Investment planning
  • Estate and legacy planning
  • Education planning
  • 401(k) rollovers
 Wealth Management Services
  • Comprehensive investment management analysis
  • Estate and legacy planning
  • Philanthropy planning
  • Concierge-level financal coordination with service providers
Portfolio Management Services
  • Construct and manage a diversified investment portfolio aligned with client objectives, risk tolerances, and time horizons
  • Typical investments include mutual funds, ETFs, individual securities, and partnerships
  • Monitor, reassess, and adjust as market and client circumstances change

WHO WE SERVE

Business Executives
​You’ve had a successful career, you know business, and understand the financial markets. But you are also busy. We can take the load off your shoulders. We can be your holistic advisor, an outsourced CIO, or provide project based planning/analysis.
Business Owners
Getting close to retirement or thinking about selling your business? We can help with exit planning. Greg has over a decade of experience helping business owners with capital raises and acquisitions. We can work with you to build a team of advisors to evaluate all the issues and ease the transition.
Mid Career
You are finally getting a little ahead. You have retirement, college, and parents to plan for. Perhaps you changed jobs and suddenly have a 401(k) that you want to roll over. We can help you think through the issues and plan accordingly.
Veterinarians
We can assist with financial needs unique to the veterinary industry, including business wellness checks, exit planning, and financial planning/wealth management. ​

What makes venado different?

Fiduciary
We are not brokers. We are investment advisors who uphold a fiduciary standard.​
Commitment to Boutique Status
We are not salespeople. We are financial professionals engaged in the practice of financial advice.
Process Driven Without Bureaucracy
Good process creates consistent performance. Large firms too often turn process into bureaucracy while small firms too often lack process creating inconsistency.

resources

Article
ROLL WITH IT: The Merits of Rolling Your 401(k) Into an IRA
Job changes are one of life’s biggest stressors. Hopefully it is an exciting stress but still a stress nonetheless. With all the changes that occur, people often overlook their 401(k), and it is easy to see why. The bureaucratic hassle is enough to cause anyone to move on to another task at hand. But, before setting it aside for a rainy day, consider taking action early on and saving yourself potential pain later down the road. There are some very good reasons to roll your 401(k) immediately into an IRA.