?? It's time for Verde Capital Management’s March Madness Advisor Brackets! ?? Think you know which of our Verde Team has the best game? Make your picks and see if your chosen advisor goes all the way to victory! ?? ?? Who’s the top seed for smart strategies? ?? Who’s the underdog ready for a Cinderella story? ?? Who’s got the best defense against bad decisions? Drop your picks in the comments or DM us with your predictions! We’ll be tracking the matchups and crowning the ultimate champion. Let’s see who makes it to the Final Four… and beyond! ???? #AdvisorBrackets #MarchMadness #FinancialGamePlan
关于我们
The 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.??
- 网站
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https://www.verdecm.com
Verde Capital Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Clarkston,MI
- 类型
- 私人持股
- 创立
- 2008
- 领域
- investments、technology、asset allocation、financial planning、investment management、estate planning、budgeting、tax planning、retirement planning、401k management和wealth management
地点
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主要
8031 Ortonville Rd.
Suite 210
US,MI,Clarkston,48348
Verde Capital Management员工
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Doug Mathes
President/ Founder -Verde Companies
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Carl Szasz
Helping 7 & 8 figure entrepreneurs organize their lives (including their company, investments & real estate) into life fulfillment tools by removing…
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Julia (Calabrese) Snedden
Executive Office Administrator / Compliance Officer @ Verde Capital Management
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Ann Marie Zynda
Office Manager at Verde Capital Management
动态
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?? If you’re a business owner, you have unique opportunities to build wealth while reducing taxes. From Solo 401(k)s to SEP IRAs, the right strategy can supercharge your retirement savings and lower your tax bill.?? ?? Bonus: We also help business owners set up 401(k) plans for their companies, so you can save more while supporting your team’s future. Swipe through the carousel to find the best plan for you! ?? ?? Which retirement plan fits your business best? Let’s talk! Drop a comment or DM us to explore your options. #RetirementPlanning #EntrepreneurLife #WealthBuilding #401kForBusinessOwners #TaxSavings ??
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Supporting our alma maters and the young professionals entering this field ????????
Had the amazing opportunity to speak at the Michigan State University Wealth Management Association last night, and wow—what an inspiring group of future finance professionals! Their enthusiasm, curiosity, and drive were truly energizing. ???? Sharing my journey and the mission behind Verde Capital Management with such a motivated group reminded me why I love what I do. Huge thank you to MSU Wealth Management Association for having me—I can’t wait to see where these future leaders take their careers! ?? #MSU #WealthManagement #MSUWMA #FutureLeaders #FutureInFinance
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???? Feeling Lucky? Or Just Making Smart Money Moves? ???? This St. Patrick’s Day, don’t just chase rainbows—let your savings Flourish! ???? With the Verde Flourish High-Yield Savings, your money doesn’t sit—it grows. While others are searching for a pot of gold, you’re earning more with competitive interest rates, FDIC protection, and easy access to your cash. No leprechaun tricks here—just smart, strategic savings! ? Higher interest than big banks ? Secure and hassle-free ? Liquidity when you need it ?? Start growing your financial luck today! Because when you plan wisely, you don’t need luck—you just need the right strategy. Drop a ?? in the comments if you're making smart money moves this year! #FlourishSavings #SmartSaving #StPatricksDay
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???? Happy Pi Day from Verde Capital Management! ???? Just like there’s a pie for every taste, there’s an investment strategy for every kind of investor. Which one are you? ?? Apple Pie (The Classic Investor) – You stick to the fundamentals: blue-chip stocks, diversified index funds, and a long-term approach. Slow, steady, and always satisfying. ?? Pumpkin Pie (The Seasonal Investor) – You follow market trends and cycles, adjusting your strategy based on the economic climate. You love a well-timed opportunity! ?? Pecan Pie (The Risk-Taker) – You go for high-reward investments like individual stocks, options, or crypto. Sticky situations don’t scare you—you're in it for the sweet payoff. ?? Shepherd’s Pie (The Practical Investor) – You focus on steady cash flow, real estate, and dividend stocks. Your goal? Sustainable, long-term financial security. ?? Key Lime Pie (The Contrarian Investor) – You thrive on finding opportunities where others see risk. A little tangy, a little unconventional, but you know how to turn sour situations into sweet success. ?? Meat Pie (The Business Investor) – You invest in businesses, private equity, and alternative assets. You believe in ownership, control, and building something from the ground up. No matter what kind of investor you are, we're here to help you craft the perfect financial strategy—one that fits your goals, risk tolerance, and appetite for success! Which investor pie are you? ??? Comment below! #PiDay #Investing #SmartMoneyMoves
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???? Think you know your money moves? Test your finance and stock market knowledge with a little trivia from Verde Capital Management! ???? Do you know which “P” word dominates Wall Street? Or what the "fear gauge" really measures? ???? Let us know how you scored in the comments & challenge a friend! ???? #FinanceTrivia #SmartMoneyMoves
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At?Verde Capital Management,?we’ve always embraced innovation. While others dismissed crypto as a fad, we took the time to understand it—vetting it against our rigorous investment standards for years before integrating it into client portfolios back in 2017. ?? Since then, we’ve helped clients navigate digital assets with a strategic approach. Until now, it’s been an integral part of our practice but not something we’ve actively promoted.?With more crypto-natives and crypto-curious investors seeking informed guidance, we felt it was time to change that. ?? What makes us different? ? Guidance, not hype?– We focus on informed decisions, not speculation. ??Integrated into your full financial plan?– Crypto is just one piece of the puzzle. ??Tax-conscious strategies?– Minimize surprises and maximize efficiency. ?? Explore our new crypto landing page and see how we invest in the future—thoughtfully:?verdecm.com/crypto Contact a Verde advisor to see how we're helping our clients navigate the evolving crypto landscape with confidence. bit.ly/callwithverde #CryptoWithConfidence #StrategicInvesting #InvestmentManagement #CryptoPlanning #Cryptocurrency #Bitcoin #Blockchain #Investing #FinancialPlanning #CryptoInvesting #DigitalAssets
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?? Your savings account is costing you! ?? With inflation rising and banks paying next to nothing in interest, your money is losing value just sitting there. But there’s a better way—Flourish. ?? 4% interest on every dollar (no minimums, no fees) ?? Same-day transfers for quick access to your cash ?? More FDIC insurance coverage than traditional banks Our clients have earned over $300,000 in interest this year alone! ?? Watch our latest YouTube video to see how Flourish can help you earn hundreds in free money this year—fast & easy. https://lnkd.in/g_9utvHf ?? Get exclusive access: bit.ly/Verde-Flourish Don’t let your money sit there losing value—start growing your savings today! ?? #SmartSavings #FlourishSavings #GrowYourMoney #FinancialFreedom
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?? Michigan Retirees, This Is BIG! ?? Did you know Michigan is rolling back taxes on IRA withdrawals and other retirement income? ?? By 2026, your hard-earned retirement savings could be fully exempt from state tax! That means more money in your pocket to enjoy your golden years. ???? In this video, we break down exactly what’s changing and how you can take advantage of these tax savings. Don’t miss out! ???? #RetirementPlanning #MichiganRetirement #TaxSavings #VerdeCapitalManagement #IRAWithdrawals Source https://lnkd.in/gKcRVFnN
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?? Michigan Retirees, This Is BIG! ?? Did you know Michigan is rolling back taxes on IRA withdrawals and other retirement income? ?? By 2026, your hard-earned retirement savings could be fully exempt from state tax! That means more money in your pocket to enjoy your golden years. ???? In this video, we break down exactly what’s changing and how you can take advantage of these tax savings. Don’t miss out! ???? #RetirementPlanning #MichiganRetirement #TaxSavings #VerdeCapitalManagement #IRAWithdrawals Source https://lnkd.in/gKcRVFnN