Insights

GUIDING YOUR PRESENT. SECURING YOUR FUTURE.

Venturi Private Wealth is an independent, fee-only wealth management firm founded in Austin, Texas, with offices in Oklahoma City, Oklahoma.

We manage the complexities of your financial life so you can focus on the things that matter most to you.

We help successful families plan around significant financial events. This includes wealth structuring to meet estate planning and philanthropic objectives, investment management to maintain your lifestyle and financial education for future generations.
RUSS NORWOOD, CEO/FOUNDING PARTNER
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Venturi is a team of Innovators, Collaborators, and Industry Veterans

We apply our expertise to help guide you through your unique financial situation.
VENTURI PRIVATE WEALTH
Our Manifesto: Money vs. Wealth

Current Insights

Thought leadership and timely strategies from Venturi Private Wealth.

One of the most valuable financial planning topics for high net worth individuals is estate planning. Establishing an estate plan can significantly preserve wealth, improve flexibility, and maintain control over what you leave to your heirs and to charity. With Congress passing the Tax Cuts and Jobs Act of 2017, we believe now is an opportune time to either approach estate planning for the first time, or revise an existing plan in order to leave a more impactful legacy.
We are pleased to announce the addition of members of The Waypoint Investment Group team of Wells Fargo in Oklahoma City, Oklahoma.
We began with a very small group of professionals that shared a common vision to build a firm for our clients. 
Venturi Wealth Management is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The Financial Times recognizes top independent RIA firms from across the U.S. annually.
Each person’s financial situation is different, with a unique set of existing holdings, tax constraints, long- and short-term goals, and personal preferences. So why do you need a customized wealth plan? Because only then can you be sure you are receiving the attention you deserve from a fiduciary advocating on behalf of your best interests.
For most wealthy individuals, the legacy they leave to loved ones is more than stocks and bonds, but rather a collection of deeply held beliefs and values that shape their world view. Transferring these values to the next generation is an important part of family wealth planning, and charitable giving can be a critical tool in this process.
We believe in giving back to the communities that we serve.  We set aside a portion of our revenues each year in the Venturi Charitable Gift Fund, and our team takes part in selecting important organizations where we can have great impact.
Venturi Wealth Management hosted the first ever Venturi Women’s Conference sponsored by Fidelity Investments featuring Kristen Heaney, author of In Three Generations: A Story About Family, Wealth, And Beating The Odds.
This week, please meet Mike Banks, Chief Financial Officer, Chief Operating Officer, and Chief Compliance Officer.
Would you like a head start identifying the next technology Unicorn? Each year Global Silicon Valley attempts to do just that by publishing their Pioneer 250 list of companies.
A liquidity event gives you an unparalleled opportunity to take charge of your financial future. Handled carefully, it can ensure financial security for you and your family, while also giving you the wherewithal to plan a legacy, give to charity or even launch another business. But you will need to plan to make the most of this event. Work with us to help you navigate key issues.
Where is inflation headed?  Price increases have been muted since the 1990s – and have hovered below the Federal Reserve’s 2.0% target since it was set in 2012. Yet news that wages bumped up 2.9% in January, the fastest pace since 2009, jangled market nerves and set off more than a 650-point drop in the Dow in early February.