Venturi Private Wealth

Venturi is delighted to announce its inclusion in Forbes’ 2024 list of the nation’s top RIA firms. This honor reflects our unwavering dedication to providing exceptional financial advisory services and maintaining the highest industry standards for our clients.

The Venturi team was beyond proud to support Honor Flight #93, which earlier this month transported nearly 40 local veterans to Washington D.C. to visit their memorials dedicated to honoring their service and sacrifices.   This year, members of our Austin team - Russ Norwood, Nereyda Sanchez Kepner, Alexis Norwood, Matt Johnson, and Hannah Katzenstein - were fortunate enough to accompany these veterans, hear their stories, and witness the joy, recognition, and healing this trip affords.    Thanks again to our donors, sponsors, and colleagues whose generosity and support helped make this year’s trip another success!   Learn more about Honor Flight Austin's amazing mission - https://lnkd.in/egNnYkbg

🏐 Team spirit and a little competition go a long way! At Venturi Private Wealth, we're all about building strong relationships both in and out of the office. Our sand volleyball team has been an amazing way to bond with colleagues, challenge ourselves, and have fun together! #TeamWork #WellnessAtWork

The estate tax exemption is expected to halve by the end of 2025, potentially impacting families passing on wealth to the next generation. Without proper planning, a larger portion of your estate may be exposed to federal estate taxes if the increased exemptions are indeed slashed.   Learn what you can do to take advantage of today's higher exemption levels in our latest article, Use It or Lose It: Preparing for the Estate Tax Exemption Sunset #EstatePlanning #TaxPlanning #WealthManagement https://lnkd.in/gZjf7FcK

Recently, the OKC Venturi team volunteered at City Rescue Mission in downtown Oklahoma City, a local non-profit dedicated to serving people experiencing or at risk of homelessness. The team worked the lunch shift, where they helped prepare and serve a warm meal to adults and families in need, embodying the mission of providing help, hope, and healing in the spirit of excellence.

We're thrilled to celebrate Venturi Private Wealth's nine-year anniversary! As we reflect on our journey so far, we can't help but feel grateful for the trust and support our clients have placed in us. Since day one, our dedication to delivering better outcomes for our clients has been at the heart of everything we do. As we look ahead, we remain committed to this principle and will continue to provide personalized wealth management solutions that evolve alongside the needs of our clients. Thank you to our incredible team, loyal clients, and supportive partners for making this milestone possible. Here's to many more years of growth, innovation, and success together!

Last week, Emily McCracken, CFP®and Rachael Wyatt Aaron had the privilege of presenting to the ACG Austin/San Antonio Women's POD. The discussion centered around the unique ways we support our clients, diverging from the conventional view of a "wealth manager," including: - Family Office Services - Private Investments - Philanthropy All around an engaging conversation and thanks again to ACG for the opportunity to present! #FamilyOffice #WealthManagement

A Charitable Lead Trust can be a tax-efficient way to support your favorite charities and transfer wealth to your heirs. Learn more about how Charitable Lead Trusts can benefit your estate planning and philanthropic efforts in our latest article below. Full article here 👉 https://lnkd.in/gMaVj-eT #EstatePlanning #Philanthropy #WealthManagement #TaxPlanning #CharitableGiving

🏓 Last week, Venturi's Austin team served up some serious fun at the Austin Pickle Ranch! Alongside competitive play, the real battle may have been in the costume ("uniform") department.

Happy 4th of July from all of us at Venturi! Whether you're enjoying a backyard barbecue, watching fireworks, or simply relaxing, let us celebrate the freedoms that make it all possible. #FourthOfJuly #IndependenceDay