JK
Jim Kozlowski
Senior Managing Director - Private Equity at Venturi Private Wealth
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Work Experience
Senior Managing Director - Private Equity
May 2019 - Present · 5 years and 7 months
TGF Management Corp.
President
May 1992 - Mar 2019 · 26 years and 10 months
Company Details
11-50 Employees
Venturi is an independent, fee-only wealth management firm with offices in Austin, TX (headquarters) and Oklahoma City, OK. We specialize in helping business owners, executives, and ultra-high-net-worth families navigate the complexities that come with significant wealth. We believe in providing holistic, highly personalized advisory solutions that deliver better outcomes for our clients. For these efforts, numerous industry groups have recognized Venturi as one of the top wealth management firms in the country since our inception in 2015. The unique experience and credentials of Venturi’s team have helped it become one of the fastest-growing independent wealth management firms in the country since its founding in 2015. As an independent, fee-only advisory firm, Venturi is solely focused on the best interests and outcomes of its clients. Let us help you achieve your financial goals.
Year Founded
2015
Social Media
LinkedinFacebookTwitter
Industry
Investment Management, Business Financial Services
HQ Location
3600 N Capital of Texas Hwy Suite 200 Austin, Texas 78746, US
Keywords
Private Wealth ManagementInvestment ConsultingEstate Planning & Wealth TransferAlternative InvestmentsBusiness Sale PlanningConcentrated StockTrust ServicesRetirement PlanningFamily Office Servicesand Financial Planning
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