VERDE WEALTH GROUP

Verde Wealth Group is an independent wealth advisory firm specializing in comprehensive wealth planning. Our philosophy and process set us apart, as our focus is on creating a personalized, holistic plan that evolves with your dynamic life... Retirement brings our clients both joy and trepidation. We work with many clients well before retirement to help them accumulate what they may need in retirement. The most crucial time to consider an advisor is 3-5 years before the big event. Our Verde process, "Evolving Your Wealth™", allows us to keep clients accountable based on what's most important to them. We point out the potential dangers along the way so each client can make informed choices and avoid potential pitfalls where possible. The goal is to create a smooth transition delivering more joy than trepidation... Business owners experience many emotions during the company's evolution … optimism, triumph, fear, doubt, elation. Once successful, the entrepreneur may feel like working..

Also known as: Verde, Verde Wealth Group, LLC

Primary location: Houston United States