Oklahoma City, OK Office
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Venturi Private Wealth
Multi-team
Firm-wide stats for Venturi Private Wealth
About
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.
Based on Venturi Private Wealth
Expertise
Based on Venturi Private Wealth
Location
11600 Broadway Extension, Suite 200
Oklahoma City OK 73114
Advisors at this office
4
Advisors at this office
Melissa W
Series 65, Series 66
Oklahoma City, OK
Venturi Private Wealth
Melissa Whitaker is a financial advisor at Venturi Private Wealth in Oklahoma City, OK, holding Series 65 and Series 66 licenses with six years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2018. 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 uses a tailored, discretionary portfolio management approach supported by an internal Investment Committee and offers integrated family office and CFO services.
Juan V
Series 65
Oklahoma City, OK
Venturi Private Wealth
Juan Valdes is a financial advisor at Venturi Private Wealth in Oklahoma City, holding a Series 65 designation with one year of industry experience. His work history includes roles at educational institutions such as Amherst College and the University of Texas prior to joining Venturi. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs a tailored portfolio approach with ongoing due diligence and provides both discretionary and non-discretionary management, complemented by family office and CFO services.
Joey S
Series 63, Series 65
Oklahoma City, OK
Venturi Private Wealth
Joey Sager is a financial advisor at Venturi Private Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he serves on the board of directors for INTEGRIS Health, a healthcare system in Oklahoma City. Venturi Private Wealth offers investment management, comprehensive financial planning, and family office services to individuals, families, trusts, and various organizations. The firm uses a tailored investment approach supported by an internal committee and integrates traditional wealth management with private fund advising and consolidated reporting.
Jay W
CFP®, Series 63, Series 66
Oklahoma City, OK
Venturi Private Wealth
Jay Willcox is a CFP® with 16 years of industry experience, currently serving at Venturi Private Wealth since 2022. His prior roles include positions at Merit Financial Group, LPL Financial, Avantax Investment Services, and Harrison Henderson. Based in Oklahoma City, OK, he holds Series 63 and Series 66 licenses. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, and various organizations. The firm employs a tailored investment approach utilizing mutual funds, ETFs, individual securities, and private placements, supported by an internal Investment Committee and integrated family office/CFO services.
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