ABJ Fast 50 Companies Revealed for 2020

Venturi Private Wealth was recognized by Austin Business Journal as one of the fastest-growing companies in the region based on revenue growth between 2017-2019.

529 Plan: The Often Overlooked Wealth Transfer Tool

Saving for your kids or grandkids college education is a common goal for many families. Many folks have heard of the 529 College Savings Plan and the basic tax advantages that these plans provide. Often times these plans can play a larger role in the overall estate plan of a family. Let’s take a look at some of these added benefits that aren’t always apparent when we think about 529 plans

Contemplating Life in 3D: How to Successfully Navigate Divorce, Disputes & Distress

While 2020 brought the shutdown and speculations of an upcoming baby boom, in reality it caused many couples to rethink their respective futures. As a result, we’ve seen one of the most alarming upticks of filings for divorce in modern day history. Take it from someone who has found herself completely distraught from the incomprehensible demoralization of being a “divorcée”, none of us go to the alter thinking that this might end up in complete disaster.

Venturi Welcomes Director of Alternative Investments, Christopher M. Schelling, CAIA

Chris Schelling is the Director of Alternative Investments for Venturi Wealth Management. Chris is focused on sourcing, performing due diligence, and building portfolios of alternative investments for clients. As an institutional investor, Chris has invested roughly $5 billion and met with over 3,000 managers across hedge funds, real assets, private credit, and private equity in his career.