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. 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 bring together people and resources to create efficiencies and reduce the pressures and conflicts in our business. Our goal is to rise above the noise of Wall Street and provide a better solution for wealth management for our clients.
