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Verdeo Wealth

Trust | Integrity | Strength

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Verdeo Wealth

Trust | Integrity | Strength

Serving Clients Nationwide

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Locations

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Hourly Rate
  • Percentage of Assets Managed

About Us

What separates Verdeo Financial from other financial advisory firms is we create a financial plan around your specific situation so you can live a prosperous life.

Our purpose is to explore and analyze the complicated intricacies of each individual’s and business’ financial situation in order to design and deliver simple strategies to accomplish your financial desires more quickly with less anxiety and fear of mistakes.

From there, we build a financial blueprint to better determine a better detailed financial plan of action that allows clients to become better stewards of their wealth.

These intellectual strategies effectively help reduce taxes, reduce risk, increase portfolio efficiency, and augment the preservation with the certainty of wealth legacy for our clients.

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Healthcare Professionals
  • Parents
  • Young Families

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