Guiding Your Present.
Securing Your Future.

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.

Learn about our approach


We do our best work helping 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.                     Meet our team

Insights

Venturi Welcomes New Austin Team

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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Top Growth Firms in 2018

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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Venturi is Cultivating Community Impact

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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