Chris Halas, EA
Wealth Advisor
ABOUT VENN
Experience helps.
Perspective matters more.
Financial decisions get complicated when each professional sees only one piece. Venn was built around a different idea: understand the connections, explain them clearly, and help people move forward with confidence.
Michael Schultz, RFC, AIF
President
WHY VENN
Good advice should help you see your financial life more clearly.
Not overwhelm you with more information.
Not turn every conversation into a product decision.
Not treat investments, taxes, retirement and family as unrelated topics.
Bring the pieces together. Explain the tradeoffs. Help you decide.
OUR TEAM
Advice is personal.
So is the relationship.
Joe Zappia, CRPC, CMIP
Wealth Advisor
Bob Knox
Wealth Advisor
TALK TO A PERSON
The first conversation is just a conversation.
No preparation, no documents, no commitment. Tell us what’s on your mind and we’ll be straight with you about whether we can help.
FIND US
Venn Wealth & Benefit Services, LLC
210 East Plank Road, Suite 1C
Altoona, PA 16602
(814) 943-3660
info@vennwealth.com