Wealth Management Advisor in Venice, FL

Get quality, independent financial advice designed to protect and grow your legacy.

Investment Management Built on Trust and Integrity

We recognize that every investor's journey is unique. Some require aggressive growth, while others prioritize the conservation of wealth over the rate of return. At Ferris Wheel Finance, Inc., we differentiate ourselves from standard brokerage firms by providing independent, fee-based investment management and long-term planning.

No "One Size Fits All"

We believe that a successful investment strategy must be custom-tailored. Your plan depends on three critical factors:

  • ✓ Your specific financial goals.
  • ✓ The length of time before those goals need to be reached.
  • ✓ Your personal tolerance for market ups and downs.

Safety & Custody of Your Assets

Ferris Wheel Finance Inc. does not retain custody of your assets. Clients have peace of mind knowing that all accounts are held in their own name at Charles Schwab Institutional.

As a leader in services to independent investment advisors, Schwab provides one of the highest levels of account protection in the industry. This partnership ensures you have access to:

  • Institutional-grade products and services.
  • Robust account protection and security.
  • 24/7 visibility through a personal online portal.
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Secure Custody

Your funds are held independently at Charles Schwab Institutional, not by us.

Need a Custom Investment Plan?

Each client is different, so we create a plan specifically for you. Call us to schedule a no-obligation consultation.

Call (941) 483-3600