All of these factors are discovered and/or identified during the planning phase of the process. With Financial Planning being the foundation of our practice, many of our team members have earned the CFP® designation. This ensures that professionals who understand the importance of maintaining a sensible path to achieving one’s goals guide our clients.
Once the plan is in place, we then tailor a customized investment portfolio that considers time horizon, investment objectives, risk tolerance, etc.
At Verdence, we aim to responsibly and reliably oversee your assets so that you will have the freedom and independence to pursue the things that you love.
At Verdence, we seek to exceed your expectations of what wealth management should be. We focus on building and preserving what you value so you can enjoy your lifestyle, take care of your family and pursue your goals for your financial future.