Ventana Private Wealth LLC

Amy Boyd is a CFP® and CFA® with 14 years of industry experience. She is the sole advisor at Ventana Private Wealth LLC, where she has worked since 2021. Prior to that, she held roles at Private Capital Management and Wagner Wealth Management. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages a small client base with a risk-based investment approach grounded in Modern Portfolio Theory, utilizing a range of asset classes including mutual funds, ETFs, fixed income, equities, REITs, structured products, and private investment funds.

Matthew Friel is a financial advisor at Ventana Private Wealth LLC in Denver, CO, holding Series 63 and Series 65 licenses. He has over 18 years of professional experience, including roles at Johns Manville, Amazon, and NextHealth Technologies prior to joining Ventana Private Wealth in 2026. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a risk-based investment approach grounded in Modern Portfolio Theory, managing portfolios across various asset classes with a focus on regular reviews and alignment with client objectives.