• Discover true independence.

  • Building on our clients’ successes.

  • Now and for generations to come.

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NOW AT VERDENCE

Watch our First Quarter 2018 Commentary
Listen to Leo Kelly on “Bloomberg Radio”

Meet Our Team

One of our greatest investments is our people. We encourage you to meet our talented Team.

Our Mission

Our mission is to exceed the best interests of our clients.

Independence is a key factor in providing clients a customized solution.

Verdence (VERITAS + Independence) stands for true independence.

Our team approach delivers a truly authentic experience.

LEARN HOW