SSB&T Wealth Management

Venturi Wealth Management is a leading financial advisory firm based in Austin, TX, offering wealth management and investment solutions to business owners, entrepreneurs, and successful families. With a focus on personalized financial plans, tailored investment strategies, and objective advice, Venturi provides comprehensive services including alternative investments, equity compensation planning, business owner exit planning, and private foundation management. As an independent and transparent firm, Venturi is dedicated to meeting the unique needs of its clients, who are often executives, entrepreneurs, or individuals going through major financial transitions. With a team of experienced professionals and a commitment to education and innovation, Venturi has been recognized as one of the top RIA firms in America by Forbes and named one of the best financial advisory firms by USA Today.Generated from the website

Creative Planning, based in Austin, TX, is a leading wealth management firm specializing in a comprehensive range of financial services, including investment management, strategic tax planning, estate planning, and retirement planning. With a focus on ultra-affluent investors, the firm offers tailored solutions that encompass both personal and institutional needs, ensuring a holistic approach to wealth management. With over $354 billion in combined assets under management and a team of 525 CFP professionals operating nationwide, Creative Planning is recognized as a top Registered Investment Advisor (RIA). The firm's commitment to client-focused strategies and innovative financial solutions has earned it numerous awards, reflecting its industry leadership and dedication to enhancing the financial well-being of its clients. Generated from the website