The Guidoboni Venezia Group
In today’s dynamic and increasingly complex global markets, the value of experienced financial guidance has never been more critical. Our team is led by senior partner Mike Venezia who brings over 30 years of wealth management experience. Mike has dedicated his career to helping affluent individuals and families navigate their financial journeys with clarity and confidence.
Financial Advisor, Harrison Armstrong is committed to continuing our legacy of excellence and building relationships with the next generation of clients. Our clients choose to work with us because we prioritize what matters most to them—personally and financially—allowing them to remain committed to strategies that align with their long-term goals.
We are proud to offer a comprehensive and personalized wealth management experience. Michaela Curry, our Wealth Planner, develops tailored financial plans that reflect each client’s unique objectives. These plans are reviewed in detail during strategic meetings, forming the foundation of our practice and guiding clients toward their financial aspirations.
Enhancing the client experience further is Ben Furfari, our Registered Wealth Management Client Associate, who ensures seamless day-to-day support and proactive communication.
Nathan Goldstein serves as our team's Wealth Management Lending Officer, offering clients a range of both traditional and innovative lending solutions tailored to support their broader financial strategies.
Our disciplined process begins with a deep understanding of each client’s priorities and concerns. We believe that active listening is one of the most powerful tools in helping clients define and pursue their goals. This approach enables us to set clear priorities, construct portfolios aligned with those goals, and regularly assess progress.
We adhere to time-tested investment principles, including strategic asset allocation and diversification. By constructing portfolios with a broad mix of investments, we aim to mitigate volatility while positioning for long-term growth. Our goal is to reduce downside risk and capture opportunities for positive returns over time.
*You may also benefit from the experience of a Wealth Management Lending Officerfrom Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your financial advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial approach and help you pursue your financial objectives. The Wealth Management Lending Office does not offer investment advice, nor make recommendation on investment products.
In today's dynamic and increasingly complex global markets, the value of experienced financial guidance has never been more critical. Our team is led by senior partner Mike Venezia who brings over 30 years of wealth management experience. Mike has dedicated his career to helping affluent individuals and families navigate their financial journeys with clarity and confidence.
Financial Advisor, Harrison Armstrong is committed to continuing our legacy of excellence and building relationships with the next generation of clients.
Our clients choose to work with us because we prioritize what matters most to them—personally and financially—allowing them to remain committed to strategies that align with their long-term goals.
We are proud to offer a comprehensive and personalized wealth management experience. Michaela Curry, our Wealth Planner, develops tailored financial plans that reflect each client's unique objectives. These plans are reviewed in detail during strategic meetings, forming the foundation of our practice and guiding clients toward their financial aspirations.
Enhancing the client experience further is Ben Furfari, our Registered Wealth Management Client Associate, who ensures seamless day-to-day support and proactive communication.
Nathan Goldstein serves as our team's Wealth Management Lending Officer, offering clients a range of both traditional and innovative lending solutions tailored to support their broader financial strategies.
Our disciplined process begins with a deep understanding of each client's priorities and concerns. We believe that active listening is one of the most powerful tools in helping clients define and pursue their goals. This approach enables us to set clear priorities, construct portfolios aligned with those goals, and regularly assess progress.
We adhere to time-tested investment principles, including strategic asset allocation and diversification. By constructing portfolios with a broad mix of investments, we aim to mitigate volatility while positioning for long-term growth. Our goal is to reduce downside risk and capture opportunities for positive returns over time.
*You may also benefit from the experience of a Wealth Management Lending Officerfrom Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your financial advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial approach and help you pursue your financial objectives. The Wealth Management Lending Office does not offer investment advice, nor make recommendation on investment products.
*Asset allocation does not ensure a profit or protect against loss in a declining market.
CPFA®, CRPC™
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The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
