New Thinking for Private Wealth

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

New Thinking for Private Wealth

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

Venturi Private Wealth understands that turning your money into wealth demands a different approach.

More money brings more challenges. So, we bring more to the table than typical wealth managers, focusing on more than just typical investments. Things that truly matter most, like philanthropy and estate planning. And strategies that build generational wealth. Lasting, sustainable wealth.
about Venturi

We built our six tenets of trust, candor, client-focus, consistency, excellence, and team work on a foundation of integrity and transparency.

INSIGHTS

Thought leadership and timely strategies from Venturi Private Wealth.

In The News

Venturi was recognized as a Fast 50 Company by the Austin Business Journal.

VEnturi
Events

Venturi Co-Founder, Russ Norwood, joins Dr. Ramesh Rao of UT McCombs School of Business and Rhonda Brink, JD, as panelists with the University of Texas at Austin to discuss “The Evolving Landscape of Wealth Management” on Tuesday, September 22nd .

When you choose us, you choose all of us.

Alex Clendennen, Lead Advisor

Most firms focus solely on the investment management. We focus on managing the entire relationship and creating a strategic plan through the process that will impact that for many generations to come.
RUSS NORWOOD, CEO/FOUNDING PARTNER
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Everybody’s definition of wealth is different. But finding what defines wealth for you and why that makes you successful is what’s important.
ALEX CLENDENNEN, LEAD ADVISOR
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Building a legacy means that you have the ability to make a meaningful impact on the things that matter most to you.
COLE EDMISTON, ASSOCIATE ADVISOR
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Making money can be easy. Generating wealth, on the other hand, can be complex. And managing risk overtime takes a lot of important decision making.
KYLE SMITH, SR. PORTFOLIO ADVISOR
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Your Team

At Venturi, we manage the complexities of your financial life so you can focus on the things that matter most to you.

Michael Catanese

Senior Client Associate

Westin McEntire, CFA®

Senior Portfolio Manager

Pat Fletcher

Senior Client Associate

J. Michael (Mike) Sanders

Senior Managing Director

Mike Banks, CFA®

Chief Financial Officer | Chief Operating Officer

Cole Edmiston

Associate Advisor

Chris D. Creed, CFP®, CPWA®

Senior Lead Advisor

Alex Clendennen, CFP®, CPWA®

Lead Advisor

Dave Swann, J.D.

Chief Compliance Officer | General Counsel

Taylor Adams, FPQP™

Senior Client Associate

Jim Kozlowski

Senior Managing Director - Private Equity

Susan Liang

Senior Client Associate

Matthew Maxcy

Associate Advisor

Kyle T. Smith, CFA®, CFP®

Senior Portfolio Manager

Joey Sager

Managing Director

Kent Mitchell

Senior Lead Advisor

Dr. Richard Orlando

Russell W. Norwood, CIMA®, CFP®

CEO | Founding Partner

DeWayne Crunk, CIMA®

Senior Lead Advisor

George Clark, CFA®

CIO | Founding Partner

Rodney A. Gamble

Lead Advisor | Insurance Services

Melissa Heiman

Senior Client Associate

Grant W. Kinchen, CPWA®

Lead Advisor

Beyond Our Walls

Our investment approach relies on a core understanding of you. It is our passion to learn your full story to help achieve financial freedom both for you and for generations to follow.

We prize our ability to deliver investment strategies and wealth management services in a manner that strives to reward client outcomes—not transactions. Our vision is to bring together people and resources to create efficiencies and reduce the pressures and conflicts in our business.
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Post-covid Economy
VENTURI MANAGEMENT OVERVIEW
VENTURI TEAM AND CULTURE
OUR PERSPECTIVE

Services

Our investment approach relies on a core understanding of you. It is our passion to learn your full story to help achieve financial freedom both for you and for generations to follow.

Investment Management
  • Public Equity and Fixed Income
  • Alternative Investments
  • Private Equity
Concentrated Stock Management
  • Hedging Strategies
  • Selling Programs
  • Equity Collared Position Strategies
Banking and
Lending
  • Securities-Based Lending
  • Custom Lending Solutions
  • Mortgage Alternatives
Estate Planning
and Trust Services
  • Personal Trust Services
  • Charitable Trusts and Foundations
  • Estate Planning
Philanthropy and
CHARITABLE GIVING
  • Philanthropic Strategies
  • Fund and Foundation Consulting
  • Endowment Management
COMPREHENSIVE Tax Management
  • Tax-Efficient Investments
  • Life Insurance Consulting
  • Tax Legislation Monitorings

This is just so much more than a wealth management firm. We just did a women’s event that we had in office and brought a keynote speaker in to talk about next generation wealth planning. The next week we hosted a charity shoot and raised $40 thousand for Honor Flight that allows veterans to travel to their memorials in Washington, D.C. We are always thinking outside of the box and helping our clients and community.

MICHAEL CATANESE, SENIOR CLIENT ASSOCIATE

Approach

We deliver investment strategies and wealth management services in a manner that strives to reward client outcomes—not transactions. Our vision is to bring together people and resources to create efficiencies and reduce the pressures and conflicts in our business.

Strategic Financial Planning

Establish Goals  |  Set Priorities  |  Determine a Timeline  |  Monitor Progress
Establishing a financial plan with clear goals and objectives is the foundation to financial organization and peace of mind. We begin every relationship with a detailed assessment of your wealth, cash-flow, and long-term goals in order to manage the complexities of your financial life so you can focus on the things that matter most to you.

INVESTMENT MANAGEMENT

Recommend Investment Structure  |  Monitor Results
Our investment management team builds off of your personal financial plan to objectively analyze and create a customized investment portfolio. We construct and continually monitor portfolios through the lenses of cost and tax efficiency, risk and return, and diversification in order to achieve your financial goals.

RISK MANAGEMENT

Risk of not Meeting Objectives  |  Market Based Risk  |  Liquidity Risk  |  Reinvestment Risk
A proactive, highly disciplined risk management approach is followed throughout our entire wealth management process. Our team monitors and evaluates both financial market risk, as well as risks to meeting your objectives. We employ a quantitative process to both assess and respond to changing market conditions.

WEALTH TRANSFER

Review Estate Plan  |  Model Estate Distribution  |  Advise on Structure and Strategy  |  Coordinate with Legal Advisors
Every family’s definition of wealth and legacy are different, and we understand that. Our team will work with you to define your legacy and structure an estate plan that aligns with your values. We have deep experience advising families on personal trusts, foundations, and various multi-generational transfer techniques. We also maintain strong connections with legal professionals that help execute our clients’ vision.

Philanthropy

Evaluate Philanthropic Options  |  Charitable Trusts  |  Family Foundations  |  Donor Advised Funds  |  Planned Giving Strategies
For many clients, sharing their wealth and values has always been a part of the plan. Venturi can help you define your philanthropic mission statement and identify the best tools and strategies to achieve your charitable goals.

FAQs

Choosing someone to help manage your financial livelihood is a big step. Our advisors have used their years of industry expertise to compile some of the most important questions you should ask to help structure your search process and compare firms on important attributes.
How many years of experience do you have in the investment advisory business?
Experience matters. We believe in an old saying: “No one should learn to shave on your face.”   We are career investment professionals who have earned our clients trust by successfully navigating multiple market cycles and investment environments. Our senior partners have minimum of 25 years industry experience.
How many clients do you manage?
What is your client focus?
How are you compensated?
What are your team’s credentials?
What is your investment philosophy?
What is your range of resources?
What is your service model and how often do you communicate with your clients?
How do you measure performance?
What is your client retention rate over the last 3, 5, and 10 years?

Contact Us

Ready to meet with your Venturi Private Wealth advisor? Contact us today!