Insights

Venturi Welcomes New Austin Team

Announcements  |   May 10, 2019  |  
Russ Norwood

We are proud to welcome Senior Lead Advisor Kent Mitchell, Lead Advisor Grant Kinchen and Associate Advisor Cole Edmiston to our Austin team from Merrill Lynch Wealth Management.  The Venturi team has grown to 21 members in just four years and manages $1.2 billion for successful families, private foundations and endowments. Venturi has been recognized […]

Venturi Named to 2019 Financial Times 300 Top Registered Investment Advisers

In the News  |   July 2, 2019  |  
Russ Norwood

June 27, 2019 – Venturi is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. It is the third consecutive year that Venturi has been included in the FT 300. RIA firms applied […]

ABJ Highlights Venturi Private Equity Strategy

In the News  |   June 21, 2019  |  
Chris Creed

The Austin Business Journal recently wrote about Venturi Wealth Management, homing in on how the Central Texas financial firm plans to raise $100M to invest in businesses.   Read Article The newspaper noted that Venturi, which was founded in 2015 by Russ Norwood and George Clark, has $1.2 billion in assets under management and “quietly raised […]

Top Growth Firms in 2018

In the News  |   June 6, 2019  |  
Russ Norwood

Venturi Wealth Management was recognized by InvestmentNews as one of the Top Ten fastest growing Fee-Only RIAs in the United States in 2018 with 44% growth.   “We are in a competitive business and the ultimate measure of a firm’s value proposition is the growth of its client base and low client turnover”, said Russ […]

Making Estate Planning Your Own

Financial Planning, Retirement Planning, Wealth Management  |   July 17, 2019  |  
Chris Creed

Estate Planning for those you love can dramatically alter the course of your family for generations. In his Last Will and Testament of 1799, George Washington, laid out a clear vision for his legacy. He bequeathed the “use, profit, and benefit” of his whole estate to his “dearly beloved wife Martha Washington.” He also forgave […]

Venturi is Cultivating Community Impact

Announcements  |   May 14, 2019  |  
Russ Norwood

Most businesses measure success by growth of revenues and EBITDA.  We have a great team and have been blessed beyond all expectations with success in our business over the last several years.  When we founded the firm, we committed to set aside part of our gross revenues each year for charitable endeavors and we established the […]