Verdi Wealth Management

Financial ServicesIdaho, United States2-10 Employees

Verdi Wealth Management is a financial services firm serving individuals, families, and institutions with the goal of helping them reach their financial objectives over nearly three decades. Its advisers provide a broad suite of services, including investment management, estate planning, and tax planning and preparation. The firm emphasizes a client-centered approach focused on clear, easily articulated plans that clients can describe in about a minute.

Based in Boise, Idaho, the firm operates with a small professional team. Securities and advisory services are offered through Commonwealth Financial Network, a registered investment adviser, while tax and accounting services are provided by River City Accountants, PLLC and are separate from Commonwealth. Regulatory notes indicate that associated advisers may discuss or transact only with residents of states in which they are registered.

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