Verdi Wealth Management Employee Directory

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.

Find Verdi Wealth Management employees' phone numbers or email addresses

Verdi Wealth Management Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Verdi Wealth Management's Leadership

  • Stylized image of a person
    M. M.
    Partner/Senior Portfolio Manager
    Phone icon
  • Stylized image of a person
    J. W. G.
    Partner/Wealth Advisor
    Phone icon
  • Stylized image of a person
    M. W.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    J. D.
    Property Manager
    Phone icon
  • Stylized image of a person
    R. D.
    Cpa
    Phone icon
  • Stylized image of a person
    R. B.
    Licensed Realtor In Az And Wa State
    Phone icon

Verdi Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Verdi Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. M.
    Partner/Senior Portfolio Manager
    Phone icon
    Mar 24, 2026
  • Stylized image of a person
    J. W. G.
    Partner/Wealth Advisor
    Phone icon
    United StatesIdaho
    Jul 31, 2024
  • Stylized image of a person
    M. W.
    Director Of Operations
    Phone icon
    United StatesIdaho
    Feb 18, 2026
  • Stylized image of a person
    J. D.
    Property Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. D.
    Cpa
    Phone icon
    United StatesIdaho
    Oct 26, 2025
  • Stylized image of a person
    R. B.
    Licensed Realtor In Az And Wa State
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Verdi Wealth Management known for?

Minus sign iconPlus sign icon
Verdi Wealth Management was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 412 East Parkcenter Boulevard Boise, Idaho 83706 United States; you can contact the main corporate office by phone at . Explore Verdi Wealth Management's company overview page for more information.

What is Verdi Wealth Management's most common email format?

Minus sign iconPlus sign icon
Verdi Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Verdi Wealth Management email formats with LeadIQ.

How many employees does Verdi Wealth Management have currently?

Minus sign iconPlus sign icon
Verdi Wealth Management has approximately 5 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Verdi Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of April 2026, Verdi Wealth Management's key employees include:

  • Partner/Senior Portfolio Manager: M. M.
  • Partner/Wealth Advisor: J. W. G.
  • Director Of Operations: M. W.
  • Property Manager: J. D.
  • Cpa: R. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.