You have a career to maximize and a future to secure. That takes financial knowledge and skillful planning. As your mentor and advocate, we place a huge emphasis on education, starting with the basics. We give you the tools to make fact-based decisions. Read More
You have goals and dreams. You also have the means to reach them. We empower you to make it all happen. By sitting beside you, not across from you. By listening and building a relationship with you. By giving you the confidence to get you where you want to go. Read More
You do not need a firm whose primary interest is managing your money, pushing its investments and padding its sales. You need a partner who has no self-serving agenda, is transparent about its compensation and legally bound to work only in your best interest. That would be us. Read More
Verdence/PRO is a team of Sports and Entertainment specialists within Verdence Capital Advisors’ ultra-high-net-worth private wealth advisory.
Sophisticated Financial Counseling
Understanding that your money is much more than dollars and cents. We guide you through the sensitive, personal and emotional aspects of finance to build a healthy relationship with your money, your needs and your loved ones.
Custom-tailored and delivered by your personal team of experts. Active planning that encompasses the unique and ever-changing needs of each individual client.
Life Skills & Economic Education
Starts with the basics and builds to the advanced. Topics range from second career preparation, conflict resolution and risk assessment, to media skills and travel prep.
Multifamily Office Services
Client-specific services for your entire family landscape. Managing all private amenities from tax, legal, insurance and bookkeeping, to philanthropy, private aviation and travel, personal shopping, and security.
Financial Health Assessment
Like your physical health—“an ounce of prevention”—, your long-term financial health needs expert regular checkups and time-to-time adjustments now to avoid consequences later.
Private and Alternative Investment Screening
Thorough appraisal and investigation of care necessary to determine whether to invest in private opportunities. Otherwise known as due diligence.
Budget and Cash Flow Design
Scenarios to help you make decisions on what you have and what you want. Creating visuals– charts and infographics—and real time comparisons show a clear path for your finances. Spend your money the right way for you.
Financial Team Coordination
We oversee the big picture and prioritize protecting your best interests. We head all the elements of your financial life, including outside service professionals, like lawyers, accountants, insurance agents and other advisors.
Detailed Performance Reporting
Up-to-the-minute transparent data at your fingertips. Empowering you to see exactly where you are and the progress you’ve made.
You know the impact you want to make. We can help you do it in the most effective way. Whether it’s gifting directly, public or private foundation, charitable trusts, or simply giving your time through community outreach.
Career Path Analysis
Short- and long-term career goals, running best- and worst-case scenarios, answering the important questions “What’s next?” “What if the unexpected happens?” “When can I retire?”
Retirement and Estate Planning
You’ve earned it, we help outline a plan which seeks to make it last for you, your family and generations beyond.
WHY? BY THE NUMBERS
% of our planning solutions
are unique to each client
and their aspirations.
% of our principles are based on open communication, ethics, and transparency.
We do not accept outside kickbacks or soft dollars that may influence our investment decisions. Ever.
Hour access to your personal financial dashboard to see how well we’re doing for you.
WHAT IS YOUR “HOW”?
Your how is your game plan.
You wouldn’t step on the field without a playbook or go on set without a script,
so why put your financial future at risk by going in without a HOW?
We’re not here simply to make transactions for you. We’re here to make a life plan with you, by surrounding you with a team of experts, who each specialize in a different aspect of your entire financial picture, to help you accomplish your goals.
We tailor detailed strategies specifically for you and provide unbiased advice, diligent oversight and complete transparency. And we’re here for your whole life, in this chapter and the next.
Your HOW is how we keep you moving forward.
Authentic, caring relationship builders
Strategic and thoughtful
A team of individual experts
Holistic, long-term planners
Concerned with our clients’ entire financial picture
Providers of customized advice
Completely committed to our clients’ goals
We are not:
A temporary, transaction-based advisory
The right advisor for short-term thinkers
A sign-you-and-ignore-you firm
A one-size-fits-all broker
Compromising our integrity – ever
Going to tell you you can’t spend your money
Earning commissions from financial products
Do You Have a Plan? We do.
If you’d like to talk or just need a second opinion, we’re here. No obligation. No pressure. Rest assured: we respect the sensitivity of your private information. In fact, we don’t keep your phone or email unless you ask us to.