Asset and Investment Management

Choosing appropriate investments can be a daunting task. Even more challenging is understanding the intricacies of different types of investment accounts and how they should function together. Our team of professionals is equipped to build risk adjusted investment portfolios that are customized to each client. Whether it’s managing a portfolio of stocks, exchange traded funds, and mutual funds, or assisting with making decisions around annuities and alternative investments, we work

Financial Planning

Sound financial planning assumes that your financial and life circumstances are unique. We begin our process by learning about you, your goals, and your dreams. We work with you to gather data about your risk-tolerance level, cash-flow needs, tax situation, and other factors that may affect your finances over time. We understand that each client faces a different set of financial challenges.. Once we’ve gained a thorough understanding of your

Retirement Planning

Our retirement planning services extend to both the accumulation and distribution stages of retirement. Our goal is to assist you in retiring comfortably with an expectation that your resources will be available throughout your lifetime. From social security and pensions, to annuities and individual retirement accounts, we educate you on how each of these assets can work together and be “switched on” to help achieve a comfortable retirement.

Estate Planning

For many people their largest asset is the money they’ve accumulated for retirement. Estate planning is a critical aspect of your wealth management plan. We’ll discuss sensitive issues, beneficiary designations, estate tax minimization, and the establishment of trusts to protect your loved ones and the hard-earned assets that you have accumulated throughout your lifetime.

Tax Strategies

Understanding your potential tax burden for the future is an important component of your financial planning strategy. Structuring your finances in a tax-efficient manner is critical to managing your overall tax burden. Certain investment vehicles allow you to reduce or defer taxes and we’ll help you determine which is best for you. We help you assess how much income to draw down each year throughout your retirement years so that

Business Retirement Services

If you’re running a business, you likely have more than enough on your plate. Staying abreast of the latest in retirement planning and regulations is probably not the first thing on your mind. As your business grows, it’s increasingly important to take care of your employees that have helped you get to where you are today. Working with Veridian Capital Partners, we can discuss all the investment vehicles and strategies

Insurance Risk Management

Within the framework of your financial plan, the elements of risk are present in a variety of places. As an integral part of our process, we ensure we have adequately addressed the various elements of risk you may be exposed to. When assessing lifestyle risks, we're looking at those risks which if realized would cause significant financial hardship. To protect you, we’ll conduct assessments to identify your current policy coverage

College Funding

Veridian Capital Partners will help you to start saving and investing early to pay for your children’s college costs. We will help you to make well-informed college funding decisions. As the cost of a college education continues to rise faster than incomes in America, it is increasingly becoming beyond the reach for many families unless they have planned to save early on. For such an important and long-term goal, every

Charitable Giving

Our clients turn to us when they want to create legacy plans to benefit the non-profit organizations most important to them. Many of our clients want to see their capital allocated to social causes that improve the collective well-being of their communities. Our team can help you allocate funds to the causes of your choice and show you strategies that can work to lower your overall tax burden. Learn More