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Woman to Watch: Venturi Private Wealth

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Pictured from left to right

Meredith Georghiades | Investment Analyst;
Taylor Adams | Senior Client Associate;
Rachael Wyatt (CIMA®, CEPA®, CDFA®) | Senior Lead Advisor;
Stephanie Allen, J.D., (LL.M. Tax, CWS©) | Wealth Strategist;
Lindsey Umin, J.D. | Associate Wealth Strategist;
Susan Liang | Senior Client Associate — Venturi Private Wealth

Venturi Private Wealth understands that turning your money into wealth demands a different approach. More money brings more challenges. They bring more to the table than typical wealth managers. Things that truly matter most, like philanthropy, estate planning and strategies to build generational wealth. Their investment approach relies on a core understanding of you. It is our passion to learn your full story to help achieve financial freedom both for you and for generations to follow. Their advisors have used years of industry expertise to compile some of the most important questions you should ask to help structure your search process and compare firms on important attributes. Venturi is comprised of highly credentialed specialists (over one-third are women) whose designations include Juris Doctorate (J.D.), Master of Laws in Taxation (LL.M.), Certified Wealth Strategist (CWS©), Certified Investment Management Analyst (CIMA®), Certified Exit Panning Advisor (CEPA®) and CDFA® (Certified Divorce Financial Analyst).

venturiwealth.com


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