Let’s Start the Conversation
At Verant Wealth, we believe meaningful financial guidance begins with trust—and that starts with a conversation. Whether you’re ready to build a comprehensive plan, have a specific question about our financial services, or simply want to explore what it’s like to work together, our financial planners are here to listen and help.
We welcome individuals, retired professionals, families, and business owners throughout Latham, Saratoga Springs, Malta, Clifton Park, NY, and the surrounding areas at all stages of life and wealth to connect with us. There’s no pressure, no sales pitch—just thoughtful, personalized guidance to support your next step.
Contact us today to schedule an appointment with one of our financial advisors!
Whether it’s through volunteerism, board service, direct giving, or partnership events, our team is proud to play a role in strengthening the communities we serve.
Let’s discuss your goals and how Verant Wealth can help you move forward with clarity and confidence.
Verant Wealth
3 Lear Jet Lane, Suite 201N
Latham, NY 12110
Office Hours: Monday–Friday, 9:00 AM – 5:00 PM
Prefer to connect virtually? We’re happy to meet by phone or video at a time that works for you.
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