Katie Wilson's Contact Details

Katie Wilson's Company Details

Verde Capital Management

Clarkston, MI, US • 20 - 49 Employees
Financial Services

The passionate and dedicated team at Verde Capital Management helps thousand-aires grow into millionaires.  We do this by building a personal relationship with each client and their families.  We educate them on their finances, potential challenges and pitfalls, and the industry at large.  We guide their decision making by focusing on their unique goals and needs.  We help them grow their wealth to achieve their goals.   When it comes to our investment philosophy, Verde Capital Management focuses on getting rid of the middlemen in the industry in order to streamline our clients' experience.  Our team handles our clients' asset management for almost all of their financial assets, the creation and step-by-step commitment to an individualized financial plan, and advice geared towards guiding our clients toward their end goals. Verde Capital Management is a leader in technology integration and dynamic financial planning through our very own Verde Portal.  This helps simplify our clients' lives by allowing for net worth tracking, investment performance reporting, and spending analysis all from one screen.  It also allows clients to have self updating financial plans, unique budgets, and projections of goal attainment in real-time.The team at Verde Capital Management is full of quirky, intelligent, passionate, and hysterical financial nerds who are dedicated to fulfilling the firm's mission statement while building a good work/life balance in the office and at home.  We love to workout together, eat great food together, hangout outside of the office at game nights and happy hours, as well as supporting our fellow team members in their own unique interests and hobbies.