Oklahoma City | Private Wealth Management

Venturi Private Wealth is an independent, fee-only wealth management firm.  We will implement a tailored wealth management plan that helps you achieve your unique goals.

We work for you.

As fiduciary advisors, we view ourselves as partners with you, sitting on the same side of the table and pursuing shared goals. We are compensated through a transparent fee agreement based on assets under management or advisement. Our goal is to deliver unbiased, objective advice you can trust.

Experience you can trust

As an independent, private wealth management firm, Venturi has drawn team members from some of the top financial companies in the country to form a multi-generational firm steeped in the experience necessary to navigate the complexities of your significant wealth.

Joey Sager

Managing Director

Joey Sager

  • Managing Director
  • 405-254-3750
  • joey@venturiwealth.com

Joey Sager is a Managing Director for Venturi Wealth Management. His career began in 1985 at Merrill Lynch, where he became a Certified Financial Manager.  Joey has been recognized by Wells Fargo Advisors as a Premier Advisor each year from 2002 through 2017. He was honored by The Winners Circle LLC in Oklahoma Magazine in 2008, and by Barron’s Magazine in 2009, as a top 1,000 Advisor which included being ranked the Top Financial Advisor in Oklahoma.

Joey is active in his church, serving on leadership and ministry teams. He has been a speaker at Christian events for over 25 years and has traveled regularly with mission teams in Latin America, Africa, Eastern Europe and the Middle East.  He volunteers with children’s group homes, coordinated a children’s eye clinic at a local mission center, and served as a volunteer and director at a clinic that offers free medical and counseling services.  He leads a community development project called Shared Success in Nicaragua, Uganda, and Oklahoma City which helps aspiring leaders develop sustainable, income-producing businesses.  Past service includes director or leadership positions with Ethnographic Media, INFO (a statewide support group for those with an incurable genetic disorder), Ministries of Jesus, Oklahoma Youth Expo, and Southwestern Oklahoma State University Foundation.

Joey serves on numerous boards, including Friends of the Oklahoma History Center, Integris Baptist Medical Center, Integris Health, Oklahoma Pilot’s Association, One World, the Sirloin Club of Oklahoma, and Southwest American Livestock Foundation.

He and his wife Danielle, both pilots and musicians, enjoy many hobbies together including cars, boating, scuba diving, traveling, reading, and relaxing at the lake with their daughter, Josie, and their son, Jett.  As an instrument-rated pilot, flying airplanes and helicopters, Joey’s interest in aviation and space history has opened the door to friendships with several Gemini and Apollo-era astronauts, including many who went to the moon.

DeWayne Crunk, CIMA®

Senior Lead Advisor

DeWayne Crunk, CIMA®

  • Senior Lead Advisor
  • 405-254-3755
  • dewayne@venturiwealth.com

DeWayne Crunk is a Senior Lead Advisor at Venturi Wealth Management. He has worked in the Financial Services industry since 1986. DeWayne served as the Senior Financial Consultant and Vice-President with Merrill Lynch for 9 years. He held positions with Smith Barney as a Vice-President and Branch Manager for 13 years. Prior to joining Wells Fargo Advisors in October 2013, he was the Vice President and Financial Consultant for RBC Wealth Management.

DeWayne is a member of the Investment and Wealth Institute. He received the Certified Investment Management Analyst designation (CIMA) from the Wharton School of Business at the University of Pennsylvania. DeWayne earned his M.B.A. in Finance from Oklahoma City University and his B.A. from Louisiana Tech University.

Melissa Heiman

Senior Client Associate

Melissa Heiman

  • Senior Client Associate
  • 405-254-3751
  • melissa@venturiwealth.com

Melissa Heiman is Senior Client Associate at Venturi Wealth Management. She helps manage the daily operational and administrative functions and strives to simplify clients’ lives.

Melissa earned a Bachelor of Science in Family Studies and Human Services with a concentration in Family Life and Community Service from Kansas State University. She has obtained these registrations: Series 7 General Securities, Series 66 Uniform Securities Law, Series 3 Futures, as well as Insurance & Annuities licenses.

Melissa is a graduate of Leadership Oklahoma City’s LOYAL (Linking OKC’s Young Adult Leaders) program – Class XI and a current member of the Regional Food Bank of Oklahoma City’s Leadership Council – Class IV. She also coordinates the Oklahoma City-area K-State Alumni group.

Pat Fletcher

Senior Client Associate

Pat Fletcher

  • Senior Client Associate
  • 405-254-3752
  • pat@venturiwealth.com

Pat Fletcher is Senior Client Associate at Venturi Wealth Management. With a strong background in brokerage operations, administration, management, and accounting, Pat is ideally suited for her position.

Pat’s financial services career began in 1995 in the operations area for Prudential Securities. Soon after, she obtained the following registrations: Series 7 General Securities, Series 63 State Securities, Series 65 Managed Money, Series 3 Futures, Series 8 Securities Supervisory as well as the appropriate Insurance & Annuities Licenses.

 

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Our accolades and designations are distinguished:

Financial Times “Top 300 Registered Investment Adviser” 2017, 2018 and 2019
Barron’s, “Top 1000 Investment Advisors in the United States,” 2009 – 2015
Four Chartered Financial Analysts CFA®
Three Certified Financial Planners CFP®
Two Certified Investment Management Analysts CIMA®
Three Certified Private Wealth Advisors CPWA®

Over 25 Years

Private Wealth Management:

  • Planning for Private Business Sale
  • Merger and Acquisition
  • Executive Planning for IPO
  • Concentrated Stock Holdings

Over 30 Years

Institutional Advisory and Trust Management:

  • Institutional Research
  • Endowment Management
  • Fiduciary Investment Management

Over 20 Years

Business Financial Consulting:

  • Corporate Finance
  • Private Business Divestiture
  • Private Business Evaluation