Verdi Investment Planning
Investment Company in Boise, ID
I established Verdi Wealth Planning in 1990 due to the circumstances and conflicts of interest that were inherent in the investment business. Going independent and affiliating with LPL enables us access to services and investments that are not available to many other advisors. Today, the problem is not lack of information, but too much information. This flood of media information or disinformation can sometimes lead to rushed and poor decisions by the investor. When you come to Verdi Wealth Planning, I promise you will discover a kind of service and advice that you never realize existed.
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Verdi Investment Planning
read moreWe are a high touch, high service, independent, wealth management consulting firm based in Boise, Idaho. We deliver integrated solutions to high net worth families, individuals, and foundations/endowments throughout the Intermountain and Pacific Northwest regions. 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.
read moreAt Verdi Wealth Management we help our clients create and implement a fully interactive financial plan utilizing one of the best in class financial planning software (Money Guide Pro.) We start every relationship with a 360-degree view of their financial world, leaving no stone unturned. We help transform chaos into order during the financial planning process by assembling a step-by-step plan of action. Each of our clients has their own road map which outlines the best approach towards retirement, estate planning, tax minimization, insurance needs, and all other aspects of their financial world.
read moreWhat if your financial advisor had their finger on the pulse of your life, not just the market? What if you had anytime access to a wealth management team whose only job was to help navigate and clarify every aspect of your financial world? What if you could just focus all your energy on simply living a more fulfilling life? That is what it means to have a Personal CFO, and that is the standard we hold ourselves to in every client relationship. John W. Gottschall, CFP is a Partner and Senior Portfolio Manager with Verdi Wealth Management.
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