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.
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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.
Positive cash flow is the lifeblood of financial health. Measured liquidity allows you to enjoy today, while saving for the future. Your Verde Advisor will help you develop and manage a customized budget, monitor and maximize your savings rates, and work with you to create an effective cash reserve strategy.
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Life happens. Whether it is the birth of a child, a job change, illness or injury, unexpected events can challenge the most carefully laid plans. Your Verde Advisors help you anticipate these scenarios, and to select contingency plans to keep you on track.
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After careful analysis, your Verde Advisors will create a unique investment strategy that aligns your goals for growth with your risk tolerance. We then actively trade your account, manage assets, and monitor your portfolio on an ongoing basis. We work with you to fine tune financial plans. We manage your accounts and maintain a 360 degree view of your entire portfolio’s progress.
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As part of our 360 degree approach, we help guide you to a tax efficient financial plan. Your Verde Advisors will coordinate with your accountant or tax professional to help you keep more of what you have earned.
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Retirement is not one size fits all. Your Verde Advisors will help you identify and plan for your unique lifestyle during retirement, whether you want to travel, start a passion project, or enjoy quality time with loved ones. We will work together towards the future you hope for yourself and your family.
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No matter the size of your personal wealth, we encourage all clients to select and build an estate plan. Your Verde Advisor can work with you to create a plan that honors your wishes and protects your legacy. We periodically review your beneficiary designations to ensure you have the most up to date.
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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.