A complete list of active advisors currently associated with Venturi Private Wealth

Warmer can help you find a great advisor at Venturi Private Wealth or one who fits your needs even better.

Venturi Private Wealth provides investment management, comprehensive financial planning, family office and business advisory services to individuals, high‑net‑worth families, trusts, estates, charitable organizations, corporations and pooled investment vehicles. The firm delivers both discretionary and non‑discretionary portfolio management and also offers stand‑alone planning, CFO/bill‑pay services and consolidated reporting for assets held away. The firm assesses each client’s holistic financial situation and implements tailored portfolios using mutual funds, ETFs, individual securities, options, Independent Managers and, where appropriate, privately placed securities and pooled vehicles; an internal Investment Committee conducts initial and ongoing due diligence and monitoring of third‑party managers. Venturi typically manages accounts on a discretionary basis and consults with clients at least annually to align allocations with risk tolerance, liquidity needs and overall objectives. Venturi also operates an affiliated private‑fund platform, managing multiple private limited partnerships and serving as a private fund adviser and general partner; these funds are managed side‑by‑side with separate accounts and involve performance‑based compensation and fund governance features (for example, European‑style waterfalls and clawback provisions), which the brochure discloses along with attendant conflicts of interest and mitigation policies. Following a recent acquisition by The Caprock Group, the firm’s advisory operations were integrated into Caprock’s platform and it supplements traditional wealth management with dedicated family office/CFO services and consolidated reporting capabilities that are less common among peers.

To learn more about the advisors currently working at Venturi Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Venturi Private Wealth's office locations.