The Verde Wealth Management service model is for individuals and families looking for custom and robust advice regarding everything from their investments to their retirement to their estate plan. Our advisors take special care to actively listen to the needs, dreams, and goals of each client to ensure our advice is tailored to help their financial plan work for them.
Once a plan is created, it is reviewed regularly, because we know that life changes often which means your plan needs to be flexible. Our advisors are passionate about educating our clients about how economic changes, market swings, life events, and other factors may affect their plan. We help guide our clients through these curves on their path towards personal growth, financial stability, and wealth accumulation.Get Started
We know that having access to your finances can bring comfort and provide clarity from wherever you are on any given day. That’s why we have the Verde Client Portal. You can access the portal at any time from your smartphone, computer or tablet so you always know if you are on track to meeting your goals.
The Verde Team works hard to discover and research the best tools on the market for our clients. By leveraging our clients’ needs as a group we’re able to negotiate and create partnerships in order to provide discounted services and exclusive access to programs like: the Verde Flourish Savings Account, discounted estate planning options, tax return analysis to identify planning opportunities, and an alternative to traditional medical insurance.
Our Verde Advisors actively listen to you in order to provide custom, 360 degree advice in each of our Six Key Areas: investment management, retirement planning, risk management, estate planning, tax planning, and cash management. You can learn more about each of these areas below.
I met Carl’s parents several years ago and I was introduced to Verde. They manage all my investment accounts and our company IRA accounts as well.
They are very professional with everything they do and our investments are very easy to access and understand.
The team at Verde is very attentive to any questions I may have regarding our portfolio. They have also provided us with excellent resources as we continue to grow our business. I highly recommend their team to manage your investment accounts.
You don’t need all the answers to get started.
1. Tell us a little bit about you.
2. Speak with one of our Verde Advisors.
3. Let us handle the hard stuff.