About Our Firm

Founded in Austin, Texas, we incorporate the city’s entrepreneurial energy into everything we do for our clients. We will implement a tailored wealth management plan that helps you achieve your unique goals.

We work for you.

As fiduciary advisors, we view ourselves as partners with you, sitting on the same side of the table and pursuing shared goals. We are compensated through a transparent fee agreement based on assets under management or advisement. Our goal is to deliver unbiased, objective advice you can trust.

Experience you can trust

We launched Venturi Wealth Management to focus our practice on what clients deem most important:

  • Unwavering service
  • Investment success
  • Integrated financial planning
  • Legacy & Estate planning

We believe the flexibility we enjoy as independent advisors results in a better client experience, while eliminating conflicts of interest.

Our accolades and designations are distinguished:

Financial Times “Top 300 Registered Investment Adviser” 2017 and 2018
Barron’s, “Top 1000 Investment Advisors in the United States,” 2009 – 2015
Three Chartered Financial Analysts CFA®
Three Certified Financial Planners CFP®
Two Certified Investment Management Analysts CIMA®

Over 25 Years

Private Wealth Management:

  • Pre and Post Liquidity Planning for Private Business Sale
  • Merger and Acquisition
  • Executive Planning for IPO
  • Concentrated Stock Holdings

Over 30 Years

Institutional Advisory and Trust Management:

  • Institutional Research
  • Endowment Management
  • Fiduciary Investment Management

Over 20 Years

Business Financial Consulting:

  • Corporate Finance
  • Private Business Divestiture
  • Private Business Evaluation

Our Vision

We are dedicated to organizing, planning and managing all aspects of our clients’ financial lives. We’ll simplify the complexities so clients can focus on doing the things that matter most to them.