Venturi Private Wealth

CPA-Consultants and Enrolled Agents

Gary R Brown CPA, LLC
4869 Williams Drive, Georgetown

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

allied with those of our clients. As fiduciary advisors, we strive to serve our clients and our clients only. We are compensated through a transparent fee agreement based on assets under management or advisement. Our goal is to deliver objective advice. We view ourselves as partners with our clients, sitting on the same side of the table and pursuing shared goals. We are not a start up; we are very proud that our average client relationship is over 12 years. We have transformed a very established wealth management and investment advisory practice into a firm with greater transparency and flexibility for our clients. With over 150 years of combined industry experience, we launched Venturi Wealth Management to focus our practice on what we deem most important: client investment success, strategic wealth management, and unwavering client service. We believe the flexibility we enjoy as independent advisors results in efficiencies and a better client experience, while eliminating conflicts of interest. We serve our clients to the best of our abilities. We prize our ability to deliver investment strategies and wealth management services in a manner that strives to reward client outcomes—not transactions. A team of industry veterans, we are energized by our entrepreneurial culture, one that enables us to focus on client success as we believe this is the only barometer of our own success. Our vision for Venturi is to bring together people and resources to create efficiencies and reduce the pressures and conflicts in our business. Our goal is to rise above the noise of Wall Street and provide a better solution for wealth management for our clients.

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

01/03/2023

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!

Alex Holt: Focusing on the Target

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.

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Location

Austin

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Website

http://www.venturiwealthmanagement.com/

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