Matthew Maxcy

Matthew Maxcy is an associate advisor at Venturi Private Wealth. Matthew works alongside clients to assess financial health and define goals. He uses this joint approach to craft strategies that help clients preserve and grow wealth in a manner consistent with their needs and values. Matthew developed his commitment to collaborative servant leadership during his […]

Grant W. Kinchen, CPWA®

Grant Kinchen is a Lead Advisor for Venturi Wealth Management. Grant concentrates his efforts on working with affluent individuals, families, and institutions that seek financial well-being. He focuses on simplifying all aspects of client’s financial lives and helps them to articulate and prioritize goals for their wealth. Grant is a Certified Private Wealth Advisor® (CPWA®) […]

Kent Mitchell, CPWA®

Kent Mitchell is a Senior Lead Advisor at Venturi Wealth Management. Kent focuses on a comprehensive approach to wealth management for clients with significant net worth, including complex tax and estate planning needs. Kent believes that understanding family dynamics is essential to superior wealth management and that effective planning helps clients maintain financial independence and […]