Insights

Cybersecurity and Privacy: Practical Tips for People with Substantial Wealth

General, Wealth Management  |   January 23, 2019  |  
Mike Sanders

Sadly, for many of the nine out of ten families who fail to solidify their legacies, both their financial capital and human capital is often depleted within just two generations. Who are We Really Dealing with Here? Contrary to conventional wisdom, the two-bit criminal doesn’t target the rich, preferring instead the low-hanging fruit of the […]

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 […]