Insights

Thirty Minutes with Russ Norwood, CEO and Founding Partner, Venturi Private Wealth

Financial Planning, General  |   October 23, 2019  |  
Michael Catanese

Russ Norwood, CEO Welcome to the inaugural post of Venturi Viewpoints. We will be discussing topics on life, wealth, and wisdom, by interviewing a wide range of contributors. We look forward to sharing these posts with you regularly. Why did you become an Advisor? Originally, I thought I would follow in my family’s footsteps and […]

Making Estate Planning Your Own

Financial Planning, Retirement Planning, Wealth Management  |   July 17, 2019  |  
Chris Creed

Estate Planning for those you love can dramatically alter the course of your family for generations. In his Last Will and Testament of 1799, George Washington, laid out a clear vision for his legacy. He bequeathed the “use, profit, and benefit” of his whole estate to his “dearly beloved wife Martha Washington.” He also forgave […]

What Are Five Important Questions You Should Answer for a Successful Business Succession?

Financial Planning  |   May 21, 2019  |  
Mike Sanders

It’s hard for most entrepreneurs to imagine life without the company they’ve founded, the product of years, even decades of hard work and sacrifice. Yet today, when more than half of small business owners are over the age of 50, according to a new study by Babson College, it’s more important than ever to have […]