Naples, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Verdence Capital Advisors, LLC
Multi-team
Firm-wide stats for Verdence Capital Advisors, LLC
About
Verdence Capital Advisors serves a mix of individual (both non‑HNW and high‑net‑worth) clients, businesses, pension and profit‑sharing plans, trusts and estates, and also works with independent advisers. The firm provides discretionary portfolio management and financial planning and operates specialized teams that deliver family office services, sports and entertainment advisory (Verdence/PRO), OCIO/sub‑advisory solutions (RIA+), and standalone planning or consulting engagements.
The firm’s investment process combines fundamental, technical and cyclical analysis and implements portfolios across mutual funds, ETFs, separately managed accounts and independent managers, with ongoing monitoring, rebalancing and client reporting. Verdence also offers OCIO sub‑advisory and consulting to other registered advisers—providing research, asset allocation, manager selection and trade execution—and uses third‑party research inputs (including AI tools as one component) alongside internal oversight.
Noteworthy aspects disclosed in the brochure include a recent internal reorganization and a majority investment by Project Foxtrot (with indirect ownership links to Wealth Partners and HGGC), which the firm says does not change day‑to‑day advisory independence. Verdence’s family‑office capability includes bill‑paying, bookkeeping and limited custody arrangements subject to an annual independent surprise verification exam, the Verdence/PRO focus on athletes and entertainers is a specialized offering, and principals’ indirect ownership in an affiliated private‑fund sponsor (which waives certain fund‑level fees for Verdence clients) is disclosed with associated conflict‑mitigation procedures.
Based on Verdence Capital Advisors, LLC
Expertise
Based on Verdence Capital Advisors, LLC
Occupation focus
Based on Verdence Capital Advisors, LLC
Location
5551 Ridgewood Drive, Suite 303
Naples FL 34102
Advisors at this office
3
Advisors at this office
Matthew P
CFP®, Series 63, Series 65
Naples, FL
Verdence Capital Advisors, LLC
Matthew Pietzak is a CFP® with 26 years of industry experience. He is currently with Verdence Capital Advisors, LLC and has previously worked at Vantage Private Wealth, LLC and PNC Investments. Verdence Capital Advisors serves individual and institutional clients including businesses, pension and profit-sharing plans, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios across various investment vehicles and offers specialized services such as family office support, sports and entertainment advisory, and OCIO/sub-advisory solutions.
Elizabeth P
Series 65
Naples, FL
Verdence Capital Advisors, LLC
Elizabeth Psota is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Vantage Private Wealth for four years. Prior to her financial services career, she was employed at First Presbyterian Preschool for six years. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, and independent advisers. The firm employs a multi-disciplinary investment process and offers specialized services such as family office support and sports and entertainment advisory.
Andrew W
Series 65
Naples, FL
Verdence Capital Advisors, LLC
Andrew Wright is a financial advisor at Verdence Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Vantage Private Wealth, Arnold & Barton Insurance, and spent time at Tufts University and Naples High School. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.
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