Wealth Management Services

We prize our ability to deliver investment strategies and wealth management services in a manner that strives to reward client outcomes—not transactions. Our vision is to bring together people and resources to create efficiencies and reduce the pressures and conflicts in our business.

Discretionary Investment Advisory

Today’s dynamic and complex global markets present a challenge for busy executives, professionals and business owners who lack the time and timely access to information needed to effectively manage and optimize their investments. At Venturi Wealth Management, we employ discretionary managed investment portfolios to relieve you of the daily demands associated with managing sizable assets while pursuing your personal investment objectives.  Our investment managers construct customized portfolios based on your return objectives, risk constraints, cash flow needs and time horizon, and other specific objectives. Working from your personal investment strategy, we select suitable investments from the entire spectrum of investment choices to create an asset allocation that reflects your investment profile.

Integrated Financial Planning

In addition to investment advisory services, we offer you our wealth management services. Too often, wealth management is an ad hoc pursuit that is not properly aligned with investment objectives. We are well versed in designing integrated wealth management strategies and services, encompassing trust and estate planning, lending, philanthropy, and family office services. As your needs evolve, we will revisit investment objectives, strategies, and tactics to ensure efficiency and tax sensitivity for concurrent wealth management goals.

Legacy & Estate Planning

The decisions you make today can leave a lasting impact on both your community and family for generations to come. Unfortunately, the wealth transfer between generations often fails because of the lack of communication between family members. That is why we offer you private family meetings and educational opportunities with industry thought-leaders. With a thoughtful roadmap, you can ensure that your legacy is carried forward years after you are gone.

Business Advisory Services

Owners and executives of closely-held businesses face a unique set of challenges regarding succession planning and exit. Whether you have been approached by a potential buyer, are considering retirement, or want to protect a family business passing from one generation to the next, we can provide you with business advisory services that are fully customized to your personal business matters.