Happy Anniversary!

In August, we celebrated our first anniversary at Venturi Wealth Management.  We reached this milestone as a $500 million+ firm with 48 clients that believe in us because of the trust we have earned over multiple market cycles and the depth and breadth of experience we have demonstrated with the capital markets.  Our average client relationship is over 12 years and we are very proud that during this time we have had very low client turnover.  We believe this is the most important measure of an advisory firm’s success.

We have built successful long-term relationships by focusing on consistency rather than salesmanship and prioritizing exceptional client service.  We remain committed to preserving our clients’ lifestyle while growing their assets for future generations and the organizations that they support.

We are delivering our vision to bring talented people together and build an exceptional firm for our clients.   We have more freedom to make decisions that are in the best interest of our clients with less bureaucratic red tape and incredible resources.

Thank you to all of our clients that made this possible and thank you to all of the Venturi team that makes this a special place to come to work every day.

Sincerely,

Russ Norwood

Founder

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Services

  • Personal Trust Services
  • Charitable Trusts and Foundations
  • Fiduciary Investment Management
  • Estate Planning

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