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Jacqueline Venier

Relationship Manager, CFP®, CPWA®
Detroit Wealth Management

Experience

Jacqueline is a relationship manager in the wealth management practice known for providing high-net-worth families with independent and objective advice. She is a trusted advisor who assists families by coordinating their complex financial and estate planning issues in order to optimize tax and risk-adjusted returns to leave a legacy for the next generation. She has 10 years of experience specializing in portfolio construction, strategic planning, tax optimization, and estate planning strategies.

Jackie can be heard on the monthly Market Perspectives, discussing a variety of wealth management topics with other experts from the firm. She has specialized in working with multiple generations of families to develop and implement coordinated strategies for wealth transfers and ongoing financial management. Jackie holds a BS in finance from the Michigan State University’s Honors College as well as an MBA from the Ross School of Business at the University of Michigan.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Specializes In

Additional Thoughts

Growing and preserving wealth: Five key questions
What should you save for first — your kids’ college education, or your own retirement? The answer may surprise you.
Jacqueline Venier Wealth Management
Article October 26, 2016 2 min read