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Verde Wealth Group, Llc

Verde Wealth Group is an independent wealth advisory firm specializing in comprehensive wealth planning. Our philosophy and process set us apart, as our focus is on creating a personalized, holistic plan that evolves with your dynamic life. Our clients are people looking for a true partner in designing and executing a financial plan that achieves their unique short-term and long-term goals. We do this by gaining a deep understanding of your priorities and objectives to set a solid foundation that can continuously evolve throughout your life. Fee-Based Planning Offered Through Verde Wealth Group, LLC, a State Registered Investment Advisor Third Party Money Management Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 1-800-765-5201 Verde Wealth Group, LLC is a separate entity from Valmark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities or Verde Wealth Group and have not been approved prior to posting.

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HeadquartersHouston, United StatesEmployees6(1 to 10)Annual revenue$10M to <$50MWebsiteverdewealthgroup.comLinkedIn profileLinkedIn

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Top roles at Verde Wealth Group, Llc

6 distinct titles indexed · top 6 shown.

  • 1chief operating officer and lead advisor
  • 1client service associate
  • 1first impressions client communications representative
  • 1founder, ceo, and principal advisor
  • 1office coordinator
  • 1psychology major - business law and ethics minor

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