At Verant Wealth, we provide comprehensive financial services built on a foundation of strategy, stewardship, and trust. We are committed to helping you build wealth with clarity and confidence, offering professional guidance with genuine care every step of the way. We understand that your financial journey is as unique as you are. That’s why we move beyond one-size-fits-all solutions. We serve as your financial planner, combining strategic foresight with steady guidance to help you achieve your most important goals.
Our team crafts personalized wealth and investment strategies that align with the values and aspirations of clients throughout Latham, Saratoga Springs, Malta, Clifton Park, NY, and the surrounding communities. Ready to start the conversation? Contact us today to schedule an in-person or virtual meeting with one of our financial advisors.
Whether stewarding the success of individuals, empowering young professionals to shape their own financial future, or supporting growing businesses, we believe that trust is earned through action. Our work is defined by clear communication, proactive planning, and calm, strategic counsel—especially in moments that matter most.
We educate, encourage, and walk alongside our clients every step of the way—protecting their financial foundation so they can pursue life’s possibilities with confidence. At Verant, we don’t just manage portfolios; we build relationships that become personal, grounded in responsibility, transparency, and genuine care.
“I founded Verant Wealth on a simple yet powerful premise: to help clients confidently navigate their financial lives to focus the goals that they value most. Life’s milestones require thoughtful planning, strategic action and a steady hand, and that is what we bring to every client relationship. At Verant Wealth, we serve as financial advocates that educate our clients and offer proactive guidance to build clarity and confidence in even the most turbulent markets. Our business is built on the foundation of personalized service to ensure that each holistic financial plan we craft meets the client needs, today, tomorrow, and years into the future.”
