Taylor Venanzi, CFP® Activate Wealth
- 2400 Market Street Suite 200, Philadelphia, PA 19103
- (215) 701-0606
- https://www.activatewealthllc.com/
About Taylor Venanzi, CFP®
Activate Wealth delivers comprehensive financial planning services to busy working professionals from their late 20s to early 40s. These professionals and families have a strong desire to enjoy their life and money NOW while keeping an eye towards the future. Given this unique stage of life, clients of Activate Wealth often want to:
1. Save Time
2. Simplify Complex Situations
3. Grow their Wealth
What you get when you work with Activate Wealth:
TIME
One of the biggest assets we covet as young professionals is TIME. When you work with Activate Wealth, you’re getting just that. Allow us to manage your financial checklist. Stop spending your time worrying about your finances and get busy living!
A PLAN
After all, this is financial PLANNING. We will work together to create a goal and action-oriented financial plan. This plan will allow us to hold each other accountable over time and is designed to evolve as you evolve. Your goals of today are not your goals of tomorrow. Activate Wealth is excited to help you navigate the inevitable changes you have ahead of you!
ACCOUNTABILITY
When you hire Activate Wealth, you are hiring an accountability partner. As you know, it is easy to lose sight of your goals from time to time. We will work diligently to establish your goals and hold you to them over time. Think of us as your personal trainer… but for your money!
AN ADVOCATE
As a fee-only financial planning firm, our interests are directly aligned with yours. It is our job and requirement to do what is in YOUR best interest. We will steer you away from poor financial decisions and help you consider things that you hadn’t before.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Coronavirus Relief
- Couples/Partners
- Dual Income Family
- Gen Y/Millennials
- Parents
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $375+/mo
- Quarterly Fee: $1,125+/qtr
- Flat Fee: $1,500+/engagement
- Assets Under Management: 0.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
