Our Philosophy

What We Do

The advisors of Verdi Wealth Planning oversee the financial affairs for a select group of families and institutions located primarily in the Treasure Valley.

Our Philosophy

Our job is to know our clients well. We want them to have a complete roadmap for their financial future, and do not want this to be complicated. We would like our clients to be able to describe their plan for retirement or other goals in 60 seconds or less, and make it understandable to the listener.

We want to make sure that the investor is not "up too close" to the market. We do not make decisions by reading the headlines. At Verdi Wealth Planning we strive to accumulate high quality assets for our clients that are appropriate for the time period that they have set to achieve their goals.

If a client is constantly looking at his or her account and wanting to make changes, we simply cannot help them. We believe that is a recipe for failure. Our overriding philosophy is "Consistency Over Time". When other investors are wringing their hands, our clients know what they have, why they have it, and why short term events are not at all important.

Your Family Office

• Coordination of Professionals
• Cash Management
• *Portfolio Management and Asset Allocation*
• *Investment Manager Selection and Monitoring*
• *Comprehensive Performance Reporting*
• Estate Planning
• Philanthropic Planning
• Life Insurance Analysis
• Foundation Management
• Trustee Services
• *Offered through Commonwealth Financial Network*