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 […]

Planning to Maximize Year-End Charitable Gifts

Financial Planning  |   April 2, 2019  |  
Alex Clendennen

  Tax reform, if passed, will provide a limited window in which to take advantage of the old rules and maximize deductions.  In light of the proposed reform, we want to highlight a few key strategies to consider as we approach year-end. However, it is important to note that every client situation is unique, and […]