Founded in 2002, Verdi Wealth Management is a fee-only registered investment advisor that offers a comprehensive suite of services including financial planning, investment management, and tax and estate planning. The firm's mission is to help clients grow, preserve, and enjoy their wealth through personalized, objective advice and a commitment to long-term client relationships. As an employee-owned company, its team is directly invested in the success and satisfaction of its clients.

Founded in

United States