Verdant Wealth Services

Wealth Services

Our firm offers a variety of services that we tailor to your needs. We understand that you come to us with a unique set of concerns and needs, and we’re confident that we can give each individual the care and assistance they require.

By instilling a sense of trust in our firm’s process, as well as our skilled team, we deliver a standard of quality and excellence that’s difficult to match.

  • Comprehensive assessment of your goals, situation and risk tolerance
  • An opinion on what we consider to be the strengths and weaknesses in your current plan
  • Advice on allocating your investment assets for specific goals
  • Investments we believe to be effective, low cost and tax efficient
  • Ongoing investment management and progress reporting
  • Scheduled reviews to keep pace with your situation
  • Account aggregation tools to provide one-stop access to all your accounts
  • Coordination with your other advisors
  • Integrated planning of all your retirement assets including employer plans, IRAs, Social Security and pensions
  • Employer rollover accounts
  • Traditional and Roth IRA accounts
  • Required minimum distribution services through your account custodian
  • Employer retirement plans
  • Discretionary and non-discretionary investment management
  • Portfolio design and implementation
  • Investments we believe to be low cost and tax efficient
  • Portfolio rebalancing
    • Investment options for your cash and near cash reserves
    • Automated funds transfer service through your account custodian
    • Tools to improve awareness of your current cash-flow
    • Prioritizing and funding your financial goals
    • Determining an appropriate cash reserve for your circumstance
    • Determining total cost of education goals
    • Factoring in other educational benefits (grants, scholarships, GI Bill, etc…)
    • Access to 529 College Savings Plan
    • Education Savings Accounts
    • Gifts and transfers to minors accounts
  • Survivor benefit planning
  • Role of pensions, social security and investments
  • Life insurance requirements, long-term care and disability needs
  • We will collaborate with outside attorneys on your estate plan
  • Coordinate account beneficiaries with your estate plan
  • Gifting strategies while alive, legacy planning at death
    • Collaboration with your accountant
    • Tax-sensitive investing
    • Tax loss harvesting and carry-forward losses

    Interested in working together?

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    No Rendering of Advice
    The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

    Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.

    Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

    Accuracy of Information
    While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such If you wish to contact the webmaster of this website, please call CPA Websites Solutions at 802-655-1519.

    Disclaimer of Warranties and Limitations of Liability
    This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

    Links To Third Party Websites
    For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

    Privacy Policy

    Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

    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.

    We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

    Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified data centers.

    If you have any questions about this policy, please do not hesitate to contact us.