Wealth Management for Individuals and families
Working together to develop a sound plan for your financial life.
We at Verducci Asset Management, believe that planning helps you gain peace of mind about the future, make more informed financial decisions, and stay on track so you achieve your financial goals. We are fee-only financial planners, which means our interests are aligned with our clients. We are not paid by a third-party and we do not sell any products or accept any commission income from mutual funds. We are your advocate and trusted advisor. You will have a committed advisor sitting with you on the same side of the table.
We whole-heartedly believe that the best way to achieve a successful outcome is through proper diversification, a disciplined asset allocation approach, avoiding emotional biases, and keeping track of your investment costs.
Our main purpose is to listen to our clients needs, educate them, then offer our best advice for your situation, after we examine your financial plan. We believe in customized investment solutions and comprehensive financial planning solutions. We use these as your foundation, which includes retirement, education funding and insurance review to provide the best choices and financial recommendations for our clients.
We know our clients
VAM is a trusted advisor who is offering a uniquely informed, steady and personalized approach to wealth management. Our advisor will personally work with each client to understand their expectations, anticipate their needs and will customize a portfolio, to meet their goals while tolerating their level of risk. Our team is available to assist with any questions or financial decisions and we are always mindful of the management costs and tax ramifications. We place a high importance on simplicity and ease of your plan’s management.