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Verdant Wealth Management is a d/b/a of Avior Wealth Management, LLC, a registered investment advisor. Financial Planning and Investment Management Services are offered through Avior Wealth Management, LLC.
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We collect nonpublic personal information about you from the following sources:
Information we receive from you on applications, tax organizers, worksheets and other documents;
Information about your transactions with us, our affiliates, or others;
Information we receive from a consumer-reporting agency.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
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