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.
This week we are celebrating our fourth anniversary as an independent firm. Six values, combined with our focus, faith and vision, have helped make Venturi one of the fastest growing independent private wealth management firms in the country. Trust– Personal character is our individual responsibility to our clients, our team members, and our firm. Our […]
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June 27, 2019 – Venturi is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. It is the third consecutive year that Venturi has been included in the FT 300. RIA firms applied […]
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The Austin Business Journal recently wrote about Venturi Wealth Management, homing in on how the Central Texas financial firm plans to raise $100M to invest in businesses. Read Article The newspaper noted that Venturi, which was founded in 2015 by Russ Norwood and George Clark, has $1.2 billion in assets under management and “quietly raised […]
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Venturi Wealth Management was recognized by InvestmentNews as one of the Top Ten fastest growing Fee-Only RIAs in the United States in 2018 with 44% growth. “We are in a competitive business and the ultimate measure of a firm’s value proposition is the growth of its client base and low client turnover”, said Russ […]
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We are proud to welcome Senior Lead Advisor Kent Mitchell, Lead Advisor Grant Kinchen and Associate Advisor Cole Edmiston to our Austin team from Merrill Lynch Wealth Management. The Venturi team has grown to 21 members in just four years and manages $1.2 billion for successful families, private foundations and endowments. Venturi has been recognized […]
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Financial Planning, Retirement Planning, Wealth Management
Estate Planning for those you love can dramatically alter the course of your family for generations. In his Last Will and Testament of 1799, George Washington, laid out a clear vision for his legacy. He bequeathed the “use, profit, and benefit” of his whole estate to his “dearly beloved wife Martha Washington.” He also forgave […]
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Most businesses measure success by growth of revenues and EBITDA. We have a great team and have been blessed beyond all expectations with success in our business over the last several years. When we founded the firm, we committed to set aside part of our gross revenues each year for charitable endeavors and we established the […]
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