Venturi Private Wealth
Rise above the noise and experience financial freedom. We focus on serving clients who have complex needs, require precise analysis and skilled management.
We are an Austin-based private wealth management firm that provides investment advisory and wealth management services to a select group of affluent clients and private foundations. Our team of professionals caters to clients who demand more than mere relationship management. We are intricately involved in the capital markets, infusing our outlook with uncommon rigor and insight. Our interests are
02/09/2023
Our 2023 Investment Opportunities virtual event is tomorrow! Join us live on February 10th at 11:00am CT as the Venturi Investment Team shares their thoughts on the investment opportunities for the year ahead. Register now!
https://hubs.la/Q01Bjx8L0
02/06/2023
Don't forget to register for our 2023 Investment Opportunities virtual event! Join us live on February 10th at 11:00am CT as the Venturi Investment Team shares their thoughts on the investment opportunities for the year ahead.
https://hubs.la/Q01BjzYt0
02/02/2023
Join us live on February 10th at 11:00am CT as the Venturi Investment Team shares their thoughts on the investment opportunities for the year ahead.
We will cover small cap equities, growth stocks, international equities, and fixed income. Register today!
https://hubs.la/Q01z_SdP0
01/16/2023
“If I can’t do great things, I can do small things in a great way.” - Dr. Martin Luther King Jr.
01/10/2023
Don't forget, our 2023 market outlook virtual event is tomorrow! We will cover the current macroeconomic landscape, potential risks worth monitoring, and thematic opportunities that may arise in 2023.
https://hubs.ly/Q01xwVy80
01/06/2023
Join us on January 11th at 11am Central as the Venturi Investment Team discusses their outlook for the year ahead. Hear our thoughts on the current macroeconomic landscape, potential risks worth monitoring, and thematic opportunities that may arise in 2023. Register today! https://hubs.la/Q01xcNgV0
We are thrilled to announce that our new website is now live! We hope you will take some time to explore the new look and fresh content at https://hubs.la/Q01wLYsv0.
01/01/2023
Happy New Year! Cheers to health, happiness, and prosperity in 2023!
12/23/2022
Happy Holidays! Wishing you peace and joy throughout the holiday season.
From your team at Venturi Private Wealth.
12/08/2022
Associate Advisor Alex Holt was one of three alumni recently highlighted by Price College of Business at the University of Oklahoma. A well-deserved honor for Alex, and a pretty cool video to boot!
11/24/2022
11/11/2022
We want to thank our veterans and active military members who define selfless service. Venturi is proud to honor our very own veterans - Alex Holt, Chris Creed, Jenna White, and Matthew Maxcy.
08/20/2022
On May 12th Venturi hosted its fourth annual Venturi Charity Shoot benefitting Honor Flight Austin. The event was held at Hog Heaven Sporting Club in Dripping Springs, Texas, and attendees were able to participate in events such as sporting clays, hatchet throws, and shooting competitions. The event had approximately 100 attendees, with over $87,000 raised. Learn more about the event here: https://hubs.la/Q01kkvNp0
Fourth Annual Venturi Charity Shoot - Venturi Private Wealth On May 12th, 2022, Venturi Private Wealth hosted its fourth annual Venturi Charity Shoot benefitting Honor Flight Austin. The event was held at Hog Heaven Sporting Club in Dripping Springs, Texas, and attendees were able to participate in events such as sporting clays, hatchet throws, and shooting c...
07/30/2022
Join our women's book club this quarter as we read Illogical by Emmanuel Acho! Sign up for the club and a copy of the book will be mailed to you. Austin-area residents are welcome to join us on September 15th at the office to discuss the book while enjoying snacks and refreshments.
Women's Book Club 2022 For our third quarter book club, we will discuss Illogical by Emmanuel Acho.
Venturi Private Wealth is excited to welcome Ashi Parikh as its new Chief Investment Officer. Ashi joins Venturi as an integral part of the firm’s growing investment team, with an impressive career that spans nearly 25 years in senior investment leadership positions.
Click here to learn more about Ashi: https://venturiwealthmanagement.com/venturi-welcomes-ashiparikh/
07/06/2022
We are thrilled to welcome George Newman to the investment team! George helps formulate Venturi’s investment outlook, asset allocations, and market views.
George holds a Bachelor of Science in Computational Engineering, and a Master of Science in Finance, both from the University of Texas. He is currently working toward his Chartered Financial Analyst® designation. George lives in Central Austin with his black lab, Reggie. In his free time, George enjoys dove hunting, weightlifting, and training Brazilian Jiu Jitsu.
06/11/2022
Please join us in officially welcoming Alex Holt to the Oklahoma City team. Alex originally joined us as an intern and is now an Associate Advisor. Alex earned his Bachelor of Business degree in Finance from the University of Oklahoma and is currently working towards a Master of Science in Finance. Prior to attending OU, Alex served 4 years in the United States Marine Corps.
05/25/2022
Venturi is pleased to announce that Paul Boulus has joined the team as Director of Marketing! Paul has over 15 years of marketing experience and previously served as the Founder of Scripted Strategies, a full-service digital marketing agency to the wealth management industry. Paul graduated from Miami University (Oxford, OH) with a BS in Finance, and earned a Master in Business Administration from the Kellogg School of Management at Northwestern University. He is also Certified Alternative Investments Analyst (CAIA). Welcome, Paul!
05/12/2022
We are excited to welcome Blake Willcox to our advisory team! Blake focuses on working with institutions, affluent individuals, and their families to define and articulate what financial success means in their unique situations. As a Certified Financial Planner ® (CFP®) practitioner, he specializes in helping individuals and business owners customize a comprehensive financial plan and the corresponding strategies to help them visualize the steps they can take to work toward those goals. Welcome to the team, Blake!
04/28/2022
Please join Venturi in welcoming Alejandra Grindal, Chief Economist at Ned Davis Research, for a virtual event at 10:00 AM CST on May 6th. Alejandra will cover topics such as global macroeconomic outlook, inflation, central bank policy, what it means for markets, and so much more. Register today! https://hubs.la/Q01938jt0
04/26/2022
We are thrilled to welcome Megan to our client services team! As a Senior Client Service Associate, Megan is the primary liaison between clients, custodians and advisors building trusted relationships and delivering exceptional service. Prior to joining Venturi, Megan spent over seven years in both private banking and mortgage lending roles. Megan was also an active member of her community serving on boards for both The Fort Wayne Dance Collective and the Fort Wayne Pet Food Pantry. Megan holds a Bachelor of Science in General Studies from Indiana University and is a certified paralegal. In her free time, Megan enjoys spending time outdoors, traveling and exploring Austin since moving here in 2022.
04/20/2022
Join Venturi for our fourth annual Venturi Charity Shoot benefitting Honor Flight Austin, an esteemed organization that has successfully taken over 2,000 veterans to our nation's capital to visit memorial built in their honor. The event will take place on May 12th at Hog Heaven Sporting Club in Dripping Springs, TX. Register today to join the fun and raise money for a great cause!
https://hubs.la/Q018rPpz0
Venturi Private Wealth Join Venturi for our 4th annual Charity Shoot benefitting Honor Flight Austin on May 12th from 2:00pm-8:00pm. The event will take place at Hog Heaven Sporting Club in Dripping Springs, TX.
03/30/2022
03/09/2022
Our women's book club is on book #2 of the year - "Thinking in Bets" by Annie Duke. Book club members are invited to meet at 9:00am on May 18th at Venturi's Austin location to discuss the read. Register here to join the club and receive a copy of the book! https://hubs.la/Q015Gs0t0
Women's Book Club 2022 For Q2 2022 we will be reading Thinking in Bets by Annie Duke. We will connect for coffee on May 18th at 9:00AM in Austin, Texas.
02/23/2022
Join Chris Schelling at 10:00 AM CST on February 25th for a virtual event on Private Credit. This event will answer questions such as: What is Private Credit and how it different from Private Equity? What are the different types of Private Credit strategies? What are the benefits and risks of investing in Private Credit?
Register today! https://hubs.la/Q014L7vx0
02/18/2022
Please join Venturi in congratulating Meredith Georghiades to her promotion to Portfolio Manager. In her new role, Meredith will help formulate Venturi’s asset allocations, investment outlook and market views. Her focus will be developing managing tailored investment strategies for clients and ensuring alignment with client’s wealth management goals.
02/17/2022
Please join Venturi in congratulating Cole Edmiston on his promotion to Lead Advisor. Cole celebrates his third year as an advisor at Venturi this year, after two prior years at Merrill Lynch. Cole concentrates his efforts on working with affluent individuals, families, and institutions that seek financial well-being. He focuses on simplifying all aspects of client’s financial lives and helps them to articulate and prioritize goals for their wealth.
02/10/2022
We are thrilled to welcome Morgan Taylor, Portfolio Administrator, to the Austin office! Prior to joining Venturi, Morgan spent four years at Goldman Sachs. During her time there she worked within Investment Banking, Engineering, and Global Markets to support the business from anti money laundering to entity creation and regulatory support.
02/06/2022
We are a client services associate! Know anyone who might be interested? https://hubs.la/Q013wP2T0
02/04/2022
We are ! Know anyone who might be interested? https://hubs.la/Q013wKHK0
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Venturi Private Wealth
Significant wealth is different – in both its opportunities and challenges. We are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. Founded in Austin, Texas, we incorporate the city’s entrepreneurial energy into everything we do for our clients. We will implement a tailored wealth management plan that helps you achieve your unique goals. As fiduciary advisors, we view ourselves as partners with you, sitting on the same side of the table and pursuing shared goals. Our goal is to deliver unbiased, objective advice you can trust.
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Contact the business
Address
3600 N Capital Of Texas Highway, Suite 200
Austin, TX
78746
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
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