Get a Second Opinion
Wealth Review
Benefits of Our Second Opinion Wealth Review
No pressure. No cost. Just clarity.
We might find that nothing is wrong, and you can keep doing what you’re doing.
We might identify gaps, and if I’m not the right person for the job, I’ll help you find someone who is.
We might discover opportunities where I can offer great value, and we can discuss working together.
Brook is a Private Wealth Advisor with over 25-years of experience in the financial industry who specializes in helping business owners, entrepreneurs and senior executives find unique financial solutions to complex situations.
Brook Bright, CFA®, CFP®, CEPA
Private Wealth Advisor
Meet Brook
About Venture Visionary Partners
Our Family Office Experience coordinates an on-going collaborative partnership between your network of professionals, our trusted partners, or our experienced specialists. We take a forward-thinking mindset to deliver on what is promised in order to protect and grow the lifestyle you’ve created, so you can focus on doing what’s important to you.
What is Money Well Planned?
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Picture a network of professionals working collaboratively on your complex, ever-changing situation to ensure opportunities are seized and gaps are discovered.
We take a team-based approach—coordinating with tax professionals, estate planners, and legal professionals to help ensure your wealth is working for you, not against you.
Get Deeper Answers to Questions About Your Wealth
Am I paying more in taxes
than I should?
Will my wealth protect and support my family the way I intended?
Is my estate plan structured the way I want it?
Am I missing opportunities to give back in a meaningful way?
Wealth Management REDEFINED
Our Advanced Planning Wealth Management Process focuses on the five pillars of management that wealthy people care about and need.
Investment Management
Wealth Transfer
Wealth Enhancement
Charitable Planning
Wealth Protection
What You Can Expect
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