Verde Capital Management
Verde Capital Management | Trusted Financial Advisors in Clarkston, MI At Verde Capital Management, our dedicated team helps high-net-worth individuals, families, and business owners turn money into life fulfillment. As one of the top financial advisors near Clarkston, MI, we offer personalized wealth management, retirement planning, tax strategies, and investment guidance tailored to your goals. What sets us apart is our relationship-driven approach. We don’t just manage portfolios, we build lifelong partnerships. Our advisors take time to understand your family, business, and aspirations, then create a customized plan designed to grow and protect wealth. Clients trust us for our fiduciary responsibility, clear education, and goal-based guidance supported by advanced financial technology. Our Services: Financial planning: retirement, cash flow, education, estate strategies Wealth & investment management without unnecessary middlemen Tax-smart strategies to reduce liability and grow wealth Business owner solutions: retirement plans, succession, CFO-style advising With the Verde Portal, clients can track net worth, investment performance, and financial plans in real time from one dashboard. If you’re a strong saver who’s goal-oriented, thinks long term, and values trusted advice, let’s talk about how Verde can help you turn those goals into reality.
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Verified contacts
20
available on Kipplo
LinkedIn employees
21
11 to 50 range
Open roles
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no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
85
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- KW
Katie Wilson
Operations Manager · Operations
EmailPhone - AS
Adam Smart
Financial Advisor · Finance & Accounting
EmailPhone - JH
Jack Hoogervorst
Part 91 Captain · Other
EmailPhone - JY
Jack Yarosh
Financial Advisor · Finance & Accounting
EmailPhone - MH
Matthew Hart
Service Advisor · Customer/Client Service
EmailPhone - MK
Michelle Kopp
Financial Coach · Finance & Accounting
EmailPhone - CS
Carl Szasz
President and Chief Compliance Officer · General Business & Management
EmailPhone - CL
Cindy Lundberg
Financial Advisor & Director of Marketing · Other
EmailPhone - AM
Ann Marie Zynda
Office Manager · Operations
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Verde Capital Management
10 distinct titles indexed · top 10 shown.
- 10financial advisor
- 1data analyst
- 1financial advisor & director of marketing
- 1financial coach
- 1office manager
- 1operations manager
- 1part 91 captain
- 1president and chief compliance officer
- 1service advisor
- 1summer intern
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