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​CLIENT ACCESS

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SCHWAB ALLIANCE:

This site allows you to view your advisory accounts custodied at Charles Schwab.

ALBRIDGE:

This site allows you to view your advisory accounts custodied at Charles Schwab.

COMPLIMENTARY REVIEW

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BONAVENTURA

WEALTH ADVISORS

8800 Montgomery Road
Cincinnati Ohio 45236

ryanb@bonaventurawealth.com

(513) 717-8800

Clients

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Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor doing business as Bonaventura Wealth Advisors, LLC. Private Client Services and Souders Financial Advisors, LLC are unaffiliated entities.

Relationship Summary

To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.

To view PCS’s Client Relationship Summary (Form CRS) please click Here

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