Venturi Wealth Management is an independent, fee-only private 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.
Last year should serve as a stark reminder to investors of the havoc extreme volatility can wreak on a portfolio while illuminating the increasing challenge of achieving true diversification. As an aging bull market gives way to increasing headwinds, investors with substantial assets may be facing a prolonged period of lower growth and more uncertainty […]
READ MORE
How do parents with substantial assets raise fiscally and socially responsible children – both older and younger? How do you talk to your children about the wealth they are likely to inherit? Many successful people with significant wealth don’t know how to talk to their children about money. Emotions and a willingness to involve your […]
READ MORE