Understand the investment and planning advice you have previously received
What began as Kelly Wealth Management Group within Merrill Lynch, later HighTower Advisors, became an independent fiduciary firm—Verdence Capital Advisors. It was founded on the principles that financial advice should be transparent and completely unbiased. Built with the highest integrity, where clients’ best interests come first. The idea was inspiring to the elite advisors who left their comfortable positions at leading large financial brokerages to join the vision of Verdence.
The now multi-billion dollar team advises high- and ultra-high-net-worth private wealth clients, business owners, elite athletes and entertainment professionals on an array of complex financial matters and investing.
Under the leadership of former athletes and athlete representatives, Rich Rosa and Noel LaMontagne, the /PRO Team at Verdence Capital Advisors was formed as a specialist division focused on Professional Athletes and Entertainers and the unique financial challenges and life complexities they face.
“The power of Verdence/PRO was built on Verdence Capital Advisors, giving sports and entertainment clients access to the same resources availed to ultra-high-net-worth business owners and entrepreneurs”
Unfortunately, pro athletes and entertainers are often confronted with bad advice from former advisors or well-intended friends and family members, leading to misinformed decisions.
To help you build financial success, we:
The Verdence/PRO division was built on the foundation of Verdence Capital Advisors, a multi-billion dollar advisory firm serving sophisticated private wealth clients, executives, and business owners.
Verdence/PRO is a forward-thinking wealth advisory firm supporting athletes and entertainers. We are changing an industry by setting a higher standard of advice, service, and customized care.
OUR COMMITMENT
is to help elite athletes and professional entertainers make the most of the life they’ve earned, by serving them through education, empowerment and unbiased advice.
Ready when you are.
If you’d like to talk or just need a second opinion, we’re here. Rest assured, we respect the sensitivity of your private information.
