Verdant Wealth

Helping you achieve financial independence.

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Verdant WEALTH Services

We understand that allowing us to help guide your financial decisions is no small thing. But to us, managing wealth goes far beyond dollars and cents… it’s about helping you secure your future.

LET’S START CREATING WHAT MATTERS TO YOU

VERDANT WEALTH

We are people who believe in the power of a strategic plan. As financial planners we create, implement and monitor plans on a daily basis, but we also believe that each plan needs a purpose. Creating a financial plan helps you see the big picture, set short and long-term goals, and really understand how to work toward those goals in manageable ways. People often tell us that planning is on their long ‘to-do’ list, but it gets pushed aside for family and career commitments. We want to bring peace of mind to your planning with our collaborative and highly trained planners.

When we sit down with you to talk about wealth management, we start by understanding who you are and what you value most. Oftentimes this exchange naturally shifts to identifying similar hobbies, showing off pictures of grandchildren or laughing about the family pet that has captured our hearts. We recognize that the impact of our work extends far beyond our office, and it’s with this in mind that we purposefully pursue our work.

OUR PROCESS

We have an individualized, systematic process. We want to understand who is important to you and where you are currently at along your journey. Together, we develop strategies that align your path with the most important people to you.

CONNECT

We meet with you to understand your specific goals and planning needs as well as to introduce our team, planning process, and investment philosophy

STRATEGIZE

Now that we understand your goals and financial situation, we’ll work together to create a thorough plan to maximize your strengths, pursue your opportunities and help secure your financial future.

ASSESS

Our next meeting takes a closer look at your financial trajectory and identify both the strengths and opportunities in your current plan.

MANAGE

Once we’ve established a plan, we’ll closely monitor and manage its progress and then report back to you on a regular basis.

THE WEALTH TEAM

Meet the people who know how to handle your money.

Steve Ryherd

Steve Ryherd

Financial Advisor & Vice President
Kris Boub

Kris Boub

Client Associate
Britt Campbell

Britt Campbell

Managing Director
Rod Goben

Rod Goben

Managing Director
Kent Nelson

Kent Nelson

CIMA ® | Managing Director
Andrea McMahon

Andrea McMahon

CFA | Managing Director & Chief Investment Officer
Steve Esch

Steve Esch

CFP® | Financial Planning Specialist
Jay Nelson

Jay Nelson

Director of Financial Planning
Cynthia Bohrer

Cynthia Bohrer

Director of Operations

SCHEDULE AN APPOINTMENT

Get your financial future under control.

How else can we Help?

You’ve seen what’s up our accounting sleeve, perhaps you need help in a different area. We’ve got that, too!

Work with a local, licensed CPA to maximize your tax return.

Stand out among the crowd with a killer marketing plan.

Make sure what's important to you is protected.

Work with a local, licensed CPA to maximize your tax return.

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Disclaimer

No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such If you wish to contact the webmaster of this website, please call CPA Websites Solutions at 802-655-1519.

Disclaimer of Warranties and Limitations of Liability
This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links To Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;

  • Information about your transactions with us, our affiliates, or others;

  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified data centers.

If you have any questions about this policy, please do not hesitate to contact us.