Investments have become more complex. We have experience and knowledge to navigate markets with skill and precision. Our team designations include the CERTIFIED FINANCIAL PLANNERTM professional (CFP®), Chartered Financial Analyst charterholder (CFA®), and Certified Investment Management Analyst® professional (CIMA®). Our founder, Russ Norwood, has been recognized by Barron’s as one of the Top 1000 Investment Advisors in the United States from the inception of the accolade in 2009 through 2015 inclusively.
*Advisors considered for the ranking have a minimum of seven years financial services experience and have been employed at the firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates. The rating is not indicative of Venturi Wealth Management’s future performance.