Your Personal CFO

Verdi Wealth Management is a high-touch, high-service, independent wealth management consulting firm based in Boise, Idaho.  We deliver integrated financial solutions to high net worth families, individuals, businesses, and foundations throughout the Pacific Northwest region and beyond.  As a carefully designed and independent boutique, we provide our clients with the best of breed wealth management services through an open architecture platform, ensuring we are not captive to any particular money manager, service provider, or product. What sets Verdi Wealth Management apart is the degree to which we commit ourselves to our client’s best interests, and then marshal our full capabilities toward that end.  As we see it, wealth management is about building close caring long-term relationships as much as it is about investment products and services.

The value we offer is more than the sum of our individual service offerings; rather, it derives from our emphasis on interdisciplinary teamwork and collaboration on our client’s behalf. Silo-thinking has no place at Verdi Wealth Management.  It is by working across functional boundaries that we provide our clients with the best possible solutions and ideas.  Our clients are the captains of their own ship; we are simply the navigators to their final destination.