• Specialized Financial Services for Small Business Owners

    We know small business. Helping with investments in retirement plans, personal investments and other financial matters.

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  • Helping Your Family Find Financial Well Being

    Designing a plan specifically for you, no one size fits all approach.

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  • Offering a variety of Investment Management Services

    Focusing on asset allocation and portfolio construction with the goal of successful long-term portfolio returns especially for First Responders and Healthcare Professionals

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  • Sound financial planning is the key to a secure future.

    A financial plan can cover a wide range of goals such as a child’s education, a secure comfortable retirement, and more.

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  • We are here to help you, plain and simple.

    Every client, regardless of circumstance, will receive the same level of service, care and personal commitment.

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Verducci Asset Management manages approximately nineteen million of capital for our advisory clients.

We are an independent Registered investment advisory firm that operates in Massachusetts and Connecticut.

Our approach strives to deliver superior long-term investment results through our proprietary fundamental research process that we designed while in college with truly individualized portfolio management and client service in mind.

 

Our Services

 

Financial Planning

Meeting or exceeding your life goals through the proper management of your finances.

Wealth Management

We believe in a customized wealth management strategy and comprehensive financial planning solutions, which can include retirement, college funding, insurance and growth of capital.

Retirement Planning

Planning for retirement can be both exciting and overwhelming. Your financial plan will provide analysis and recommendations tailored to you and will be the framework for your future financial decisions.

After vs. Pre-Tax Returns

VAM’s investment approach takes taxes very seriously and we work with several CPA’s to focus on maximization of your after-tax returns, while maintaining a level of risk-tolerance that the client is comfortable with.

 
 

Who We Serve