Category: General

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, […]

Five Secrets to Building a Successful Advisory Firm (in 36 Months)

General  |   August 21, 2018  |  
Russ Norwood

Three years ago this week, we left behind very successful and long careers with a major Wall Street firm to form Venturi. We began with a very small group of professionals that shared a common vision to build a firm for our clients. There was no guarantee that any clients would follow us. Many loyal clients and […]