Venturi Private Wealth is an independent, fee-only wealth management and family office firm headquartered in Austin, Texas, with an additional office in Oklahoma City. Founded in 2015 by former Merrill Lynch advisors, the firm specializes in serving ultra-high-net-worth families, business owners, and corporate executives.

Venturi offers a comprehensive suite of services, including goals-based financial planning, personalized investment portfolios, tax strategy, risk management, private investments, equity compensation planning, business exit planning, and private foundations. As a fiduciary, Venturi is committed to delivering unbiased, objective advice that prioritizes clients’ best interests.

With approximately $3.0 billion in assets under management and a team of experienced professionals, the firm emphasizes holistic, personalized advisory solutions to help clients navigate the complexities of significant wealth.