Venturi Welcomes New Austin Team

We are proud to welcome Senior Lead Advisor Kent Mitchell, Lead Advisor Grant Kinchen, and Associate Advisor Cole Edmiston to our Austin team from Merrill Lynch Wealth Management. The Venturi team has grown to 21 members in just four years and manages $1.2 billion for successful families, private foundations and endowments. Venturi has been recognized as one of the fastest growing private wealth management firms in the region and is a fee-only fiduciary advisor representing the interests of our clients rather than a bank, brokerage firm or insurance company. Venturi was founded by industry veterans from Merrill Lynch Private Banking and Investment Group and includes team members formerly of Goldman Sachs, JP Morgan Private Bank, Deloitte, Wells Fargo and AFAM. We are a multi-generational team that is dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to 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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