Verdi Wealth Management

At Verdi Wealth Management, we are committed to delivering exceptional, personalized wealth management services to our clients. As a high-touch, high-service, independent wealth management firm, we take pride in our ability to build strong relationships with our clients, understanding their unique financial goals and aspirations.

Our Commitment to Excellence

Our team consists of experienced professionals, dedicated to providing comprehensive financial solutions to high net worth families, individuals, businesses, and foundations throughout the Pacific Northwest region and beyond. We deliver integrated financial solutions through an open architecture platform, ensuring that we are not captive to any particular money manager, service provider, or product.

Our commitment to excellence is rooted in our emphasis on interdisciplinary teamwork and collaboration. We believe that by working together, we can provide our clients with the best possible solutions and ideas. Our clients are the captains of their own ship; we are simply the navigators to their final destination.

Meet Our Team

Our team of experienced professionals is dedicated to providing exceptional service to our clients. We are proud to introduce you to our Partners and Senior Portfolio Managers:

• John W. Gottschall, CFP: A Partner and Senior Portfolio Manager with Verdi Wealth Management, John has worked in the wealth management industry since 2004. He holds the CERTIFIED FINANCIAL PLANNER certification through the American College and is a graduate of the University of Dayton.

• Mary Walker: A Partner and Wealth Advisor at Verdi Wealth Management, Mary holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network. She is responsible for client service requests, financial planning, and portfolio updates.

• Mark C. Miller: A Partner and Senior Portfolio Manager, Mark has been providing Wealth Management Solutions to high net worth families since 1994. He is focused on individual portfolio construction, monitoring, and manager due diligence.

Our Expertise

We offer a range of financial services, including:

• Individuals and Families: We understand the unique financial challenges faced by individuals and families. Our expert team will work closely with you to develop a customized financial plan tailored to your needs.

• Businesses: We provide comprehensive financial solutions to businesses, helping you navigate complex financial decisions and achieve your goals.

• Endowments and Foundations: We recognize the importance of responsible stewardship of endowments and foundations. Our team will work closely with you to develop a customized financial plan that aligns with your organization's mission.

• Executive Services: We understand the unique financial challenges faced by executives. Our expert team will work with you to develop a customized financial plan that addresses your specific needs.

• Tax Planning: Our team will work closely with you to develop a comprehensive tax plan, ensuring that you minimize your tax liabilities and maximize your financial gains.

At Verdi Wealth Management, we are committed to providing exceptional service, expertise, and value to our clients. We are dedicated to helping our clients achieve their financial goals and build a brighter financial future.