Grow Your Wealth, Protect Your Legacy
Luesink Stenstrom is proud to announce we are now part of Verdence Capital Advisors. Our team is excited to welcome you to the next chapter in our relationship, and we look forward to demonstrating how the partnership can help you make progress toward reaching your financial goals.
Your Trusted Team
Same Commitment, New Resources
Our goal has always been to build relationships that go beyond financial advice. We want to help you navigate complex decisions with clarity and confidence, enabling you to build the life you want.
Becoming a part of Verdence will help us realize that goal together. You will work with the same team, with the same commitment to helping you flourish. But you’ll have access to more investment options, more advisor time, and new technology to give you even greater freedom, support, and financial opportunities.
How We Will Support Your Financial Life at Verdence
Private Wealth
Grow and protect the wealth you worked so hard to build.
Our private wealth services include end-to-end financial support, such as comprehensive risk analysis, portfolio diversification strategies, and access to unique alternative and private investments.
Family Office
Gain more time for the people and activities that matter most.
Our high-touch specialists assist you with day-to-day finances, philanthropic guidance, family governance, cybersecurity protections, and bespoke lifestyle management.
Financial Planning
Navigate complex financial decisions and meet your evolving obligations with confidence.
Our team develops sophisticated financial strategies suited for complex portfolios, built around a deep understanding of your financial goals.
Legacy Preservation
Align your portfolio with your true values.
Our legacy preservation services help you develop and execute financial strategies to protect what really matters to you, from philanthropy to family wealth and values.
Business Exit Planning
Leave your business in safe hands while protecting your wealth.
Our advisors help you plan and execute a successful exit focused on maximizing profit, minimizing friction, and ensuring the legacy you built remains intact for generations to come.
Wealth Event Planning
A business sale. An inheritance. A stock option or RSU payout. Sudden wealth brings new complexity.
We help you understand what’s changed, what to prioritize, and what to plan for, so you don’t miss critical steps or opportunities.
“You can’t fake caring or passion. I’m blessed to have a team with an abundance of both.”
Frequently Asked Questions
Why did Luesink Stenstrom join Verdence?
We did not make this decision lightly. Many of you have been with us for years, and those relationships mean everything to us. We also continually seek to enhance services we offer you, and that called for infrastructure and support that a firm like Verdence provides.
You will now benefit from refined, experienced systems and the backing of a firm that supports more than $5 billion in client assets. We believe this transition will serve you well for years to come.
Will this change my advisory relationship?
No. You will work with the same advisor and the same team you know. The people you call, the conversations you have, and the care behind them stay the same. What changes is what stands behind us, more resources and deeper support to draw on when you need them.
What will happen to my financial plan?
Your plan continues without interruption. You will also gain access to Verdence’s full financial planning team, seasoned professionals who work through complex planning needs. Over time, that means more depth behind the plan you already have.
What does the transition require from me?
Very little. We will guide you through each step and handle the details on our end. You may need to review and sign a few documents as accounts move over, and your advisor will walk you through anything that needs your attention before it happens. We will give you plenty of notice at every stage.
How can I learn more about Verdence?
Reach out to your advisor with any questions. You can also visit verdence.com to learn more about the firm, our new team, and how Verdence serves clients. We are happy to talk through anything on your mind as we move forward together.
