A complete list of active advisors currently associated with Verdura Wealth Management, LLC

Warmer can help you find a great advisor at Verdura Wealth Management, LLC or one who fits your needs even better.

Verdura Wealth Management is a small, independent advisory firm that serves individuals, high‑net‑worth clients, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, and pension/qualified‑plan consulting, and — like many independents — typically charges percentage‑of‑AUM fees for ongoing portfolio management. The firm tailors portfolios to clients’ stated goals, time horizons and risk tolerances and describes use of multiple analysis methods (fundamental, technical, charting and cyclical) along with periodic rebalancing and tax‑loss harvesting reviews. It has authority to hire sub‑advisors or delegate model management, uses the Altruist model marketplace and custodian platform, and discloses the use of options and other strategies where appropriate. What is notable for a firm of this size is its explicit offering of ERISA plan services as a limited‑scope 3(21) fiduciary for 401(k), 403(b), pension, profit‑sharing, cash‑balance and deferred compensation plans, including a defined list of excluded assets and flexible billing options. The firm is a single‑advisor practice with about $10.8 million in discretionary AUM, maintains an institutional relationship with its custodian that provides platform support tied to asset thresholds, and the advisor also maintains an insurance practice that generates separate commission income.

To learn more about the advisors currently working at Verdura Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.