Plan Today. Retire with Confidence Tomorrow.
At Verant Wealth, we serve as trusted financial advocates—combining strategic foresight with steady, thoughtful guidance to help you approach retirement with clarity, confidence, and control.
For those within 10 to 15 years of retirement, this is a time for smart decisions, fine-tuning, and future-proofing. Whether you’re fine-tuning your portfolio, preparing for lifestyle shifts, or navigating complex financial decisions, we serve as your experienced partner—bringing both a fiduciary mind and an advocate’s heart to every conversation.
Strategic Retirement Planning
We help you build a retirement income plan that fits your vision and adapts to your lifestyle. From Social Security optimization to income distribution strategies, we bring clarity to complex choices.
Investment & Portfolio Optimization
These are your prime years to build wealth. We align your investment strategy with your evolving risk tolerance, time horizon, and long-term objectives.
Tax Strategy & Efficiency
With increased income and assets often come more complex tax situations. We help you structure your wealth with tax efficiency in mind, working alongside your CPA when needed.
Business Transition Planning
If you’re preparing to exit or transition your business, we help manage the process strategically, maximizing value while aligning the outcome with your financial goals.
Employer-Sponsored Plans & Stock Options
We help you make the most of your benefits—from optimizing 401(k)s and deferred comp to navigating RSUs, ESPPs, and performance incentives.
Multigenerational Planning
Many clients in this life stage are balancing college savings, elder care, and their own future. We help you care for your family without compromising your retirement goals.
Debt Reduction & Cash Flow Management
Smart debt management frees up resources for future savings and enjoying life today. We guide you in aligning spending with your long-term goals.
Legacy & Philanthropic Giving
We support you in creating impact beyond wealth accumulation—through charitable giving, estate planning, and meaningful legacy decisions.
What You Can Expect
Specific Services
At Verant, we don’t just manage your portfolio—we build a financial strategy that protects your future, honors your present, and helps you live the life you’ve worked so hard to create.
Let’s look ahead to the next chapter—together.
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.