THE VENTURI STORY
OUR DEFINING PRINCIPLES
TRUST AND OBJECTIVITY
Personal character and transparency are at the heart of every client relationship. Individual integrity builds team integrity.
Our goal is always to provide impactful financial advice and education that leads to better outcomes for our clients.
Clear, direct, and concise communication in everything we do.
Exhibit a standard of excellence, loyalty, and respect our clients expect in their wealth manager.
We are accountable to each other and collaborate to make choices that put team before any individual.
We take initiative, make clear commitments, take ownership, and encourage a culture that ensures optimal results are achieved.
“When you choose us, you choose all of us.”
ALEX CLENDENNEN, WEALTH STRATEGIST