Your wealth has been hard earned. We recognize your accomplishments. We also understand the complex needs of high net worth people. We seek to protect, preserve and grow your wealth.
At our core, Verdence Capital Advisors is dedicated to helping you achieve your financial goals – now and as they evolve in the future. Our team of advisors works with you and your family in an unbiased, transparent way to help you manage the extensive responsibilities of wealth. Our singular goal is to create an outstanding client experience, providing you with the resources, advice, and guidance required to plan your financial future. We provide counsel and education to help future generations maintain the family heritage.
Our comprehensive services for our clients include:
- Investment Policy Design: Structure a plan which seeks to preserve your wealth while taking advantage of both traditional and unique investment opportunities.
- Asset Aggregation: We view your wealth in its entirety. With our aggregation software, we provide complete transparency regarding your entire financial situation. This tool allows us to provide comprehensive advice across all facets of your financial life.
- Retirement Planning: We work with our clients so they have planned for all horizons – short, mid, and long-term views. We ask clients to describe their ideal retirement years – and then put a plan together.
- Estate Planning: We will work with you to understand your wealth aspirations, and provide guidance and expertise to help achieve those goals.
- Outsourced Chief Investment Officer (OCIO): We offer performance reporting, manager due diligence, investment analysis, and market commentary.
- Unique Investment Opportunity: Our open platform structure allows us to evaluate deals that may be appropriate for clients. We will perform the necessary due diligence and analysis to determine its viability for individual client portfolios.
- Advisory Team Development: We will coordinate with your team of advisors – tax, legal, banking, private equity, among others, or recommend one that may suit your specific needs.
- Family Governance: Working with multi-generations, we stress the importance of communication, full disclosure education, and transparency.
- Philanthropic Strategies: We learn and understand your passions and then formalize a game plan around it, differentiating our offering at Verdence. It is our goal to ensure a legacy – family, charitable and professional – for our clients.