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Drew Dusebout

Drew is a Co-Founder and Managing Director – Investments of The Venture Strategies Group and a Private Wealth Financial Advisor with Wells Fargo Advisors.

He and his team have over 100 years of combined experience in the financial services industry and take a holistic approach when advising clients, understanding each person, family and foundation have a unique set of circumstances.

In short, we help entrepreneurs, families and foundations navigate the stewardship issues that are part of life for those with financial resources and look to provide best-in-class advice and service so the people we work with can focus on living purposeful and adventurous lives.  Purpose, process, action is our approach, helping others live it out is our commitment.

Put your future into focus today.

Working with Us

We have lived a generous life with missional intent for many years and have vast experience in financial services industry in a variety of disciplines.  In other words, we have “walked the walk,” and “this is not our first rodeo.”

  • Help define values and mission across generations
  • Advise on multi-generational and charitable planning to maximize benefits
  • Provide best-in-class Asset Management with ongoing reviews of the portfolio from a performance, risk management, tenure and missional intent perspective

  • Assure best practices are in place
  • Review and evaluate cash management strategies
  • Review and evaluate Investment Policy Statements
  • Manage assets taking into account liquidity needs, budget items as well as short and long-term planning

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here’s helpful information to begin thinking about your plan.

College Savings Plans

As a parent or grandparent, you’re probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can’t avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It’s all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer’s.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Drew Dusebout

Drew Dusebout:
3660 State St
Santa Barbara, CA 93105. Opens in new tab
Local Phone:
(805) 963-9561

Wells Fargo Advisors

Wells Fargo Advisors:
2100 Northwest Blvd
Coeur d'Alene , ID 83814. Opens in new tab

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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