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

Gift Trusts and Grantor Retained Annuity Trusts (GRATs)

A grantor retained annuity trust (GRAT) is a fantastic structure. In my opinion it’s a win-win structure because of the lower 7520 rates. You can set one of these grantor retained annuity trusts for a term of years, let’s say five or 10 years, and it has a reasonable chance to get a good amount of money out of your estate.

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The 2020 Election and the Stock Market

There is still a lot we don’t know right now surrounding the 2020 election and its impact on the stock market.

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