Verde Capital ManagementThe passionate and dedicated team at Verde Capital Management helps turn your money into life fulfillment. We do this by building a personal relationship with each client and their families. We educate our clients on their finances, potential challenges and pitfalls, and the industry at large. We guide their decision making by focusing on their unique goals and needs. We help them grow their wealth to achieve their goals. When it comes to our investment philosophy, Verde Capital Management focuses on getting rid of the middlemen in the industry in order to streamline our clients' experience. Our team handles our clients' asset management for almost all of their financial assets, the creation and step-by-step commitment to an individualized financial plan, and advice geared towards guiding our clients toward their end goals. Verde Capital Management is a leader in technology integration and dynamic financial planning through our very own Verde Portal. This helps simplify our clients' lives by allowing for net worth tracking, investment performance reporting, and spending analysis all from one screen. It also allows clients to have self updating financial plans, unique budgets, and projections of goal attainment in real-time.The team at Verde Capital Management is full of quirky, intelligent, passionate, and hysterical financial nerds who are dedicated to fulfilling the firm's mission statement while building a good work/life balance in the office and at home. We love to workout together, eat great food together, hangout outside of the office at game nights and happy hours, as well as supporting our fellow team members in their own unique interests and hobbies.
Verde Capital Management (verdecm.com) has 1 customer review on Five Star Index, with an average rating of 5.0 out of 5.
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1 approved review, newest moderated first
Scott F.
absolutely fantastic experience with michelle for personal finance coaching! from getting to know me and my spending habits to establishing a clear plan to reach my goals, she was thorough and insightful. it's so nice to have a roadmap for how the next year and on will go for me. now; all I have to do is drive it. highly recommend! thanks verde & michelle!