Insights

Six Values That Helped Build a $1.25 Billion Advisory Firm (In Four Years)

In the News  |   August 14, 2019  |  
Russ Norwood

This week we are celebrating our fourth anniversary as an independent firm.    Six values, combined with our focus, faith and vision, have helped make Venturi one of the fastest growing independent private wealth management firms in the country. Trust– Personal character is our individual responsibility to our clients, our team members, and our firm.  Our […]

Venturi Named to 2019 Financial Times 300 Top Registered Investment Advisers

In the News  |   July 2, 2019  |  
Russ Norwood

June 27, 2019 – Venturi is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. It is the third consecutive year that Venturi has been included in the FT 300. RIA firms applied […]

Top Growth Firms in 2018

In the News  |   June 6, 2019  |  
Russ Norwood

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 […]