Why choose this provider?
Venturi Private Wealth serves clients in the Columbus area. It concentrates on supporting wealthy family members, corporate executives, and business owners in effectively managing and maximizing their huge assets. The firm's in-house CFPs, investment experts, and insurance specialists create and implement personalized financial strategies tailored to client's personal and professional circumstances. In addition, the team provides investment and multi-family office solutions to facilitate streamlined financial management. Since its founding in 2015, the independent advisory firm has been helping individuals meet their financial targets.
License Verified:
License: 169576
Investment Adviser Public Disclosure Database, SEC
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail
Price: Schedule A Call
- Rate:
- $2.5M minimum investment