Guiding Your Present.
Securing Your Future.

Venturi Private Wealth is an independent, fee-only  wealth management firm founded in Austin, Texas, with offices in Oklahoma City, Oklahoma.

We manage the complexities of your financial life so you can focus on the things that matter most to you.

Learn about our approach


We help successful families plan around significant financial events. This includes wealth structuring to meet estate planning and philanthropic objectives, investment management to maintain your lifestyle and financial education for future generations.

Venturi is a team of Innovators, Collaborators, and Industry Veterans

We apply our expertise to help guide you through your unique financial situation.

Insights

Don’t Let The Sun Set on Your Estate Plan

2020: A big year. Tokyo will host the Summer Olympics. NASA will launch a mission to Mars. And the presidential election will take place on November 3rd. Election Day may seem far off at the moment, but as we stride deeper into February, it’s prudent to reflect on the close relationship between presidential politics, policy […]

READ MORE

Thirty Minutes with Gary Valdez, Founder and President, Focus Strategies Investment Banking, Austin

Gary Valdez, Founder and President, Focus Strategies Investment Banking, Austin Venturi Viewpoints discusses the intersection of life, wealth, and wisdom. We hope you enjoy this installment featuring Gary Valdez, who shares his insights about planning the successful sale of a business. — What was your path to becoming an exit strategist? I came up through […]

READ MORE