Verdi Wealth Management Email Format

Financial ServicesIdaho, United States2-10 Employees

We have been helping individuals, families, and institutions reach their financial goals for almost 30 years.  Our advisors help clients with all aspects of their financial world, including investment management, estate planning, and tax planning and preparation.

Our job is to know our clients well. We want them to have a complete roadmap for their financial future, and do not want this to be complicated. We would like our clients to be able to describe their plan for retirement or other goals in 60 seconds or less, and make it understandable to the listener.

When you work with Verdi Wealth Management, we promise you will discover a level of advice & service that you never knew existed in a client-advisor relationship.

Securities and advisory services offered through Commonwealth Financial Network®, member  www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Tax and accounting services are offered through River City Accountants, PLLC and are separate and unrelated to Commonwealth. Verdi Wealth Management 412 E. Parkcenter Blvd. #325 Boise, ID 83706. 208-331-7858. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

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