Venturi Wealth Management celebrated its 2nd anniversary yesterday. On August 14, 2015, co-founders Russ Norwood and George Clark established Venturi Wealth Management with the vision of creating an advisory firm in partnership with our clients—eliminating conflicts of interest and sharing a transparent relationship.
During the past two years we have increased our assets under management to over $620 million, significantly grown our team, and were honored by the Financial Times as one of the Top 300 Registered Investment Advisors in the U.S. We are proud of our team and the collaborative, innovative culture we have created. We are looking forward to exciting new endeavors; one of which will begin when we move to our larger office space in October to accommodate our continued growth.
Thank you to our clients, who allow us to continue to serve them and their families. We are grateful for all we have accomplished together and look forward to what the future holds.