AUSTIN, TX - April 06, 2023
Venturi is proud to announce that its CEO, Russ Norwood, has been recognized by Forbes as a Top 10 Wealth Advisor in the state of Texas.
Forbes, in partnership with SHOOK Research, takes into account qualitative criteria learned through telephone, virtual and in-person due diligence interviews, as well as quantitative data such as revenue trends and assets under management, compliance records, industry experience, and client service models.
Russ, along with the rest of the Venturi team, employ a client-centric approach in all aspects of their work. This recognition validates Venturi’s dedication to providing exceptional service and lasting value for our clients.
Congratulations to Russ and the entire team at Venturi Private Wealth on this well-deserved recognition!
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
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Ranking based on revenue trends, assets under management, compliance records, industry experience, and client service best practices. Venturi paid no fee to participate in these rankings.