Clarity Today. Confidence Tomorrow.
At Verant Wealth, we serve as seasoned, professional financial advocates—delivering proactive, personal guidance to help you navigate and enjoy your wealth with confidence. Whether you’re just starting to build your financial future or looking to optimize an established portfolio, we offer thoughtful, values-aligned strategies grounded in fiduciary care and strategic insight.
We know that real financial confidence comes not just from performance—but from knowing you have a plan that reflects your goals, adapts to life’s changes, and keeps you focused on what matters most.
Foundations First
We help you build a sustainable financial base—budgeting with intention, managing debt wisely, and setting goals that reflect what truly matters to you.
Total Compensation Clarity
From base salary to bonuses, benefits, or equity-based compensation, we help you understand the full picture of your earnings and how to make them work for your long-term goals.
Long-Term Growth Strategy
We craft investment and savings strategies designed for wealth with purpose—whether you’re decades from retirement or just a few years away.
Planning for Life’s Milestones
Buying a home, starting a family, paying for college, or preparing for retirement—we develop personalized plans to support the big moments and everyday life.
Financial Education & Empowerment
We translate complexity into clarity. No jargon, no overwhelm—just thoughtful conversations and informed guidance to help you feel in control of your money.
Confidence Through Change
Life changes—jobs, locations, relationships, priorities. We adapt your financial plan to ensure it always supports the life you’re living and the future you envision.
Why Individuals Choose Verant
Specific Services
With Verant Wealth, you gain more than a plan—you gain a partner. We’re here to support your goals, simplify your decisions, and help you create a future you feel good about.
This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that by using the information provided, plan sponsor will be in compliance with ERISA regulations.