You need a partner to help you to meet your investment goals.

Venture Wealth Management and our investment services partner, Montauk Financial Corporation, can provide you with the exceptional investment, financial, retirement, and estate planning services you deserve.

We begin by focusing on you. Our licensed and trained Montauk Financial advisors work closely with you to earn your trust, and provide you with an investment portfolio designed just for you. We stay by your side, guiding your investments through the years to fit your changing needs. All the business you do with Venture Wealth Management is confidential, professional, and personal.

Click Here to go to Venture Wealth Management's website.

Contact one of our great financial advisors today! Please note, we cannot accept security trade instructions online. Please call our office directly for these transactions.

Call us at (360) 705-4880 or (888) 498-3347 for an appointment, OR 

Send an e-mail* to one of our financial advisors, listed below.

E-Mail Kurt Lamm - Thurston & Pierce Counties
E-Mail Kristen Williams - Lewis, Grays Harbor, & Thurston Counties
E-Mail Shelley Koochagian - Pierce County

*Please do not send confidential information (such as your social security numbers, account numbers, and other account information) in Internet e-mail. Unlike Venture Bank's forms, Internet e-mail does not use SSL encryption and is not secure!

Neither Venture Wealth Management nor Montauk Financial Corporation financial advisors offer tax or legal advice.

Securities offered through Montauk Financial Corporation are:
- Not FDIC insured
- Not Bank Guaranteed
- May Lose Value

Montauk Financial Corporation is a registered broker/dealer, member NASD/SIPC/MSRB.

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