Six Values That Helped Build a $1.25 Billion Advisory Firm (In Four Years)

This week we are celebrating our fourth anniversary as an independent firm. Six values, combined with our focus, faith and vision, have helped make Venturi one of the fastest growing independent private wealth management firms in the country.

Trust:

Personal character is our individual responsibility to our clients, our team members, and our firm.  Our personal integrity builds team integrity.

Client Focus:

Our goals are to provide value, educate our clients and build long-term relationships. We focus on being completely transparent and always doing the right thing.  

Consistency:

We demonstrate a high level of integrity, honesty, loyalty and respect in all situations with all people.  Our goal is consistency rather than salesmanship.

Candor:

Is the one core value that drives innovation at Venturi more than any other.

Excellence:

High standards are a way of life. We pursue excellence in everything we do.

Teamwork

We support each other and make choices that put team before individual performance. The strength of the team is each individual member. The strength of each member is the team.  

In the first four years, we have grown our organization from 5 to 21 employees, opened a second office, tripled our client base, launched a private equity business, raised and donated over $250,000 for non-profits in our communities and become a leader in private wealth management in our region. Congratulations to our team for helping build a great culture and delivering on the commitment to our clients every day. Thank you to our clients, many of which we have relationships measured in decades, for believing in us and the vision that we had to build a firm for you.

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Investment Management

Thank you for your interest in Venturi Private Wealth. We would love to speak to you about our firm and how we can help. Please complete the form below and we’ll get right back to you.

Services

  • Personal Trust Services
  • Charitable Trusts and Foundations
  • Fiduciary Investment Management
  • Estate Planning

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