|About||We are an Austin-based private wealth management firm that provides investment advisory and wealth management services to a select group of affluent clients and private foundations.|
Rise above the noise and experience financial freedom.
We are an Austin-based private wealth management firm that provides investment advisory and wealth management services to a select group of affluent clients and private foundations. We focus on serving clients who have complex needs, require precise analysis and skilled management. Our team of professionals caters to clients who demand more than mere relationship management. We are intricately involved in the capital markets, infusing our outlook with uncommon rigor and insight.
Our interests are allied with those of our clients. As fiduciary advisors, we strive to serve our clients and our clients only. We are compensated through a transparent fee agreement based on assets under management or advisement. Our goal is to deliver objective advice. We view ourselves as partners with our clients, sitting on the same side of the table and pursuing shared goals.
We are not a start up; we are very proud that our average client relationship is over 12 years. We have transformed a very established wealth management and investment advisory practice into a firm with greater transparency and flexibility for our clients.
With over 150 years of combined industry experience, we launched Venturi Wealth Management to focus our practice on what we deem most important: client investment success, strategic wealth management, and unwavering client service. We believe the flexibility we enjoy as independent advisors results in efficiencies and a better client experience, while eliminating conflicts of interest.
We serve our clients to the best of our abilities. We prize our ability to deliver investment strategies and wealth management services in a manner that strives to reward client outcomes—not transactions. A team of industry veterans, we are energized by our entrepreneurial culture, one that enables us to focus on client success as we believe this is the only barometer of our own success.
Our vision for Venturi is to bri
Experience You Can Trust.
Our accolades and designations are distinguished:
- Barron’s, “Top 1000 Investment Advisors in the United States,” 2009 – 2015.
- Three Chartered Financial Analysts CFA®
- Two Certified Financial Planners CFP®
- Certified Investment Management Analyst CIMA®
Over 25 Years Private Wealth Management:
- Pre and Post Liquidity Planning for Private Business Sale
- Merger and Acquisition
- Executive Planning for IPO
- Concentrated Stock Holdings
Over 30 Years Institutional Advisory:
- Institutional Research
- Endowment Management
Over 30 Years Trust Management:
- Fiduciary Investment Management
- Over 20 Years Business Financial Consulting:
- Corporate Finance
- Private Business Divestiture
- Private Business Evaluation