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Jacqueline Venier

Relationship Manager, Senior Associate, CFP®, CPWA®
Detroit Wealth Management


I specialize in providing objective advice on investments, estate planning, and wealth transfer techniques for individuals and families. I have experience working with clients through liquidity events as well as working with multiple generations of families to develop and implement coordinated strategies for wealth transfer, charitable gifting, and ongoing financial management.

In the more than 10 years I’ve been with the firm, I’ve enjoyed bringing new clients into our practice and helping them navigate significant life events — both financial and personal. I also enjoy mentoring and coaching the next generation of advisors.

I have a B.B.A. in finance from Michigan State University’s Honors College as well as an M.B.A. from the Ross School of Business at the University of Michigan.

When I’m not spending time with clients, I’m with my husband, Tom, our daughter, Vivienne, and our German Shepherd, Doppler. We like to travel and enjoy being outside as much as possible. I’m not much of a golfer, but I enjoy getting out on the course!

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

I grew up on a farm and used to show horses competitively.

Additional Thoughts

Growing and preserving wealth: Five key questions
Jacqueline Venier Wealth Management
Article October 26, 2016 2 min read
CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read