New Thinking for Wealth Management

SOPHISTICATED SOLUTIONS
BUILT AROUND YOUR
ADVISORY NEEDS

Customized financial plans, in-house investment management, wealth transfer strategies, and tax planning.

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Access to a diverse platform of private investment opportunities typically not available to individual investors.

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Get more value out of your company's equity plan with expert advise, long-term planning, and tax strategy.

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Preparing you, your family, and your wealth for the sale of your business and whatever comes next.

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Comprehensive investment solutions to support your family’s charitable mission.

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“The majority of our clients are executives, entrepreneurs, business owners, or successful families going through a major financial transition.”

Russ Norwood

Co-Founder & CEO

Why
Venturi?

Proudly independent, openly transparent,
and always dedicated to your needs.

LATEST INSIGHTS

Answers, advice, and education on the topics affecting your wealth

EQUITY COMPENSATION PLANS

On average, equity compensation makes up 32% of employees’ total net worth, making it one of...

EQUITY COMPENSATION PLANS

Although significant wealth has been created for those fortunate enough to hitch their wagon to...

WEALTH TRANSFER

For many, a financial windfall not only brings about a new and improved lifestyle but...

Whether you need help planning for an upcoming liquidity event or are simply looking to [...]

“When you choose us, you choose all of us.”

ALEX CLENDENNEN, WEALTH STRATEGIST