The First Five Remarkable Years

Five years ago, we founded Venturi with a vision for establishing an independent private wealth advisory firm with client alignment that did not exist in the private bank and brokerage world. Over three decades, we had observed an industry evolving to be dominated by bank-owned brokerages with a long traditions of selling products to customers. We set out to provide, “New Thinking for Private Wealth”, and have established a rapidly growing firm that has been described as a true partnership with our clients. In the same entrepreneurial spirit as many of those we serve, we took a calculated risk and left great careers at some of the best firms in the industry to pursue a dream. We believed in our vision and we believed in our relationships. We also believed that clients vote with their money and, if we got it right, they would come….and they did.

Venturi has experienced fourfold growth in five years and has been recognized nationally as one of the fastest growing independent private wealth firms in the industry. We are in a highly competitive segment of the market. Building a $1.6 billion advisory firm organically in five years doesn’t happen unless you are delivering great value and achieving very high client retention. We are very proud of what our team has accomplished together.

We built our six tenets of trust, candor, client-focus, consistency, excellence, and team work on a foundation of integrity and transparency. Most importantly, we listened to our clients and are building a firm for them. We want to thank our clients for helping make Venturi an incredible success. We also thank our industry partners for your support of our high standards. Finally, we thank our families for the contribution you have made during this remarkable period of growth for our firm.

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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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