A complete list of active advisors currently associated with Veridian Private Wealth Management
Warmer can help you find a great advisor at Veridian Private Wealth Management or one who fits your needs even better.
The firm provides discretionary investment management and financial planning to high‑net‑worth individuals, families, trusts, estates, businesses, charitable organizations and qualified retirement plans. It manages roughly $14.0 million in discretionary assets across nine client relationships as a single‑advisor independent advisory practice. Portfolios are custom‑built using a strategic asset allocation approach and are monitored and rebalanced as appropriate, with investment decisions informed by macroeconomic, fundamental, quantitative, qualitative and technical analysis. The firm evaluates clients’ goals, risk tolerance, tax circumstances and other holdings when designing portfolios and, with client approval, may use limited margin and options strategies; for retirement plans it also prepares investment policy statements, provides plan‑level and participant‑level advice, and conducts educational meetings. What distinguishes the firm is the principal’s combined legal and financial planning credentials (J.D., CFP) and the stated ability to act in ERISA fiduciary roles (including Section 3(21) and 3(38) services), features that are uncommon among solo independent advisers. The firm’s practice emphasizes qualified‑plan consulting and a focus on HNW and institutional/plan clients rather than serving mass‑market non‑HNW individual clients, reflecting a boutique, specialized client mix.
To learn more about the advisors currently working at Veridian Private Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Warrenville, IL
| 4
|
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