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

Timely Wealth Transfer and Estate Planning Strategies

Katherine Akinc (Brink Bennett Golden LLP) joined Russ Norwood and Alex Clendennen of Venturi Private Wealth and discussed timely estate planning opportunities in 2020. This blog on timely wealth transfer and estate planning strategies is a modified transcription of the virtual event that was hosted on May 21, 2020.  Ahead of the 2016 election many […]

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Don’t Let The Sun Set on Your Estate Plan

It’s prudent to reflect on the close relationship between presidential politics, policy changes, and your estate planning. The biggest opportunity for high-net-worth individuals is the ability to gift up to $11.4mm to another person free of transfer tax.

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