Wealth Management
We place our clients best interests before our own. We are held to the highest standards of ethics and professionalism. Our primary focus is to listen to your needs, educate you, then offer our advice for your unique situation. We believe in a customized wealth management strategy, consisting of ongoing comprehensive financial planning and investment advisory service, which can include retirement, college funding, insurance and growth of capital.
Investments are the instruments that are used to generate growth of capital so you can fund your lifestyle. The primary reason is to allow you to relax and enjoy your life and not worry about your money or the investments we have selected. Our goal at Verducci Asset Management is to protect your principal and take advantage of market opportunities when they present themselves. Our wealth management process is centered around asset allocation and portfolio construction which is a key component of successful long term portfolio returns. Our wealth management process involves comparing the risks vs. rewards of many different asset classes. Our goal is to build and maintain durable portfolios, which are suited for bull markets as well as a bear market.