Are you a career investment professional with a track record of proven success? Join our team of industry veterans and put your expertise to work for our client base of successful entrepreneurs, corporate executives, business owners and their families.
Venturi Wealth Management was founded to bring together top industry talent and create an exceptional platform that is tailored to our unique clients while eliminating the bureaucracy that now dominates our industry.
- We believe that trust is the most important attribute of our team members.
- Our culture of trust has produced an average client relationship of over 12 years.
- We believe in delivering consistency rather than salesmanship.
- Our priority is exceptional client service.
We believe independent RIA firms, like Venturi, will collectively have a growing dominant market share. How do you want to spend the next decade of your career?
We are building a firm that is positioned for where the industry is going.
“Independent advisers have been closing in on traditional brokerages’ supremacy since 2011, when they controlled about 36% of retail assets, compared with brokerages’ nearly 64% share of the market, according to research firm Cerulli Associates. At the end of 2015, independent advisers oversaw nearly 41% of retail assets, while traditional firms’ share slipped to about 59%. By 2020, Cerulli projects that independent brokerages will hold more assets than the traditional firms.”
50-Year Business Plan
We have a 50-year, multi-generation business plan that is focused on delivering an exceptional experience for our clients and a unique opportunity for our partners. We have an exceptional opportunity for advisors evaluating their best long-term transition alternatives. We believe the economics of building a privately owned independent wealth management firm will far exceed the industry succession alternatives.
Contact a member of our team to discuss your qualifications today.