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ABOUT THE FIRM

Activate Wealth was specifically and intentionally constructed to deliver financial advice to high income working professionals. These professionals and families are typically in their late 20s to early 40s with household income greater than $150k. Our focus is to help you enjoy your life now and proactively prepare for the future. Your primary goal right now is NOT retirement, and that’s ok! Here are some of the things you can expect as a client of 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.

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.

MEET THE FOUNDER
TAYLOR S. VENANZI, CFP ®
FOUNDER & CEO

Born and raised just outside of Philadelphia in Collingswood, NJ, I attended Penn State University and obtained a bachelor’s degree in Finance. After gaining valuable experience at a local planning firm in New Jersey,  it became clear to me that I wanted to work more with my peers. Looking around the financial planning industry, there just weren’t enough advisors working with the next generation of clients. I couldn’t quite understand why that was. There is certainly no shortage of financial decisions we face early in our careers.

“How much house can I afford?” “How do I properly invest in the market?” “Which debt should I pay down first?” “Do I need life insurance?” “How do I pay less in taxes?”

Why should we wait until retirement before we get access to professional advice? It doesn’t make any sense!

While many planners and firms set out to serve “individuals, families, and small business owners”, I created Activate Wealth to work directly with busy working professionals. After realizing how under served this client demographic really was, I made it my mission to serve them effectively. 

My goal is to help you start the wealth building process at a young age and build a lasting relationship as your financial partner. 

8 TIPS FOR GROWING & PROTECTING WEALTH AS A YOUNG PROFESSIONAL

SCHEDULE A CALL

Want to learn more about Activate Wealth and see if you may benefit from our solutions? Schedule your 15 minute intro call here: