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Our goal is to make our clients an expert with their financial processes
First Venture One is a wealth management consultancy. Our focus is to help clients achieve their financial goals and help them make a difference in their lives. Our approach is client-centered, not product-centered.
We provide our D2C customers with quality financial services
Through financial advice and solution recommendations, we at First Venture One can help you build a flexible plan that’s designed to adapt to your changing needs and help grow and protect your wealth over time.
Financial Consultants
96%
Strategists
84%
Accountants
89%
Investment Advisors
78%
Our Core Values represent the culture and focus of our team and is the foundation of our practice.
Trust and Integrity
Trust and integrity are the foundations of who we are and all that we do. Every service that we provide is to promote and enhance the confidence that our clients place in us. We value our integrity above everything else.
Excellence through Service
Our sincere, consistent, and timely delivery of superior service is the primary reason our clients choose to do business with our firm. We are committed to service to others above our own ambitions.
Client-Centered Service
It all begins with understanding the financial goals of our clients. Our approach integrates their objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match our clients’ objectives with customized solutions.
Value-Based Service
Part of our mission is to provide value-based service to every client. Our high ethical standards guide us in creating a value-oriented service structure that is fair and equitable in the eye of the client.
We care about your success. Set up an appointment with First Venture One today.