Wakefield Venture Group
A Higher Standard of Wealth Management.
Tailored Wealth Management
Your choice for Financial Services
Wakefield Venture Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, preserve, and conserve our clients’ wealth by delivering a high level of personalized service and experience.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance.
We operate our business with ethics and integrity.
We're prepared to guide you through life's transitions.
Let's talk about your investment strategies.
Everyone has a Risk Number whether they know it or not. Your Tolerance for market volatility is unique. We use a risk assessment built upon a Nobel Prize-winning framework, and learning your risk number only takes a couple of minutes.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
931-650-3777 ext 1
931-650-3777 ext 2