Category: General

Five Reasons to be Thankful

General  |   November 22, 2018  |  
Russ Norwood

Thanksgiving is a time for reflection and gratitude.  We have many reasons to be thankful during this season: I am thankful that our 200+ year old system of political checks and balances still works.  Politics is a pendulum that can swing too far in both directions but in the end, when there is an imbalance, […]

Venturi Expands Team and Opens New Office in Oklahoma City

Announcements, General  |   September 21, 2018  |  
Russ Norwood

We are pleased to announce the addition of members of The Waypoint Investment Group team of Wells Fargo in Oklahoma City, OK. Joey Sager and DeWayne Crunk will be joining Venturi as our newest partners and leading our expansion into Oklahoma with the support of their team members, Pat Fletcher and Melissa Heiman.  Joey and […]

Conversations Clients Want The Most, Part 1 – Strategic Philanthropy

General  |   August 24, 2018  |  
Ryan Halls

Situation: Purposeful Giving Many high net worth investors and business owners are searching for purposeful, strategic ways to give back but can’t seem to find the time or the right organization matching their objectives. What are the right causes to support?  The possibilities can be overwhelming. Many of us find ourselves conflicted on the why, […]