Verde Capital Management

Directions Website

Verde Capital Management Verde Capital Management is an investment management and financial planning firm. What sets us apart is our relationship-driven approach.

Verde Capital Management | Trusted Financial Advisors in Clarkston, MI

At Verde Capital Management, our dedicated team helps high-net-worth individuals, families, and business owners turn money into life fulfillment. As one of the top financial advisors near Clarkston, MI, we offer personalized wealth management, retirement planning, tax strategies, and investment guidance tailored to your goals. We don’t just manage portfolios, we build lifelong partnerships. Our advisors take time to understand your family, business, and aspirations, then create a customized plan designed to grow and protect wealth. Clients trust us for our fiduciary responsibility, clear education, and goal-based guidance supported by advanced financial technology. Our Services:
Financial planning: retirement, cash flow, education, estate strategies
Wealth & investment management without unnecessary middlemen
Tax-smart strategies to reduce liability and grow wealth
Business owner solutions: retirement plans, succession, CFO-style advising

With the Verde Portal, clients can track net worth, investment performance, and financial plans in real time from one dashboard. If you’re a strong saver who’s goal-oriented, thinks long term, and values trusted advice, let’s talk about how Verde can help you turn those goals into reality.

A haunted house but it’s just your financial advisor ghosting you 👻We would never! If your money is in a scary situation...
10/23/2026

A haunted house but it’s just your financial advisor ghosting you 👻

We would never! If your money is in a scary situation, reach out to us 👉🏼bit.ly/callwithverde

The people behind your plan. 🤝 Good advice comes from a coordinated team that knows your full picture. Meet ours on the ...
10/22/2026

The people behind your plan. 🤝 Good advice comes from a coordinated team that knows your full picture. Meet ours on the new Team page at verdecm.com/team. 🔗

Do you like building things from scratch? We're adding two people to the Verde team!Both roles are full-time at our Clar...
10/21/2026

Do you like building things from scratch? We're adding two people to the Verde team!

Both roles are full-time at our Clarkston, Michigan office:

Learning and Development Manager ($90K to $125K, base plus bonus). Build our training, onboarding and knowledge systems from the ground up.

CPA or Enrolled Agent ($90K to $120K). Lead our in-house tax planning and help families keep more of what they've earned.

You'd also get chef-made breakfast and lunch every day, a 24/7 on-site gym, employee stock programs, a 401(k) match and flexible time off.

Know someone who'd be a good fit? Tag them below. You can apply through the link below. Please include a resume and cover letter.

https://verdecm.bamboohr.com/careers

Your money has a lot of jobs. They should work together. 🧩 Cash, taxes, investments, retirement, estate decisions, the b...
10/21/2026

Your money has a lot of jobs. They should work together. 🧩

Cash, taxes, investments, retirement, estate decisions, the business: change one and the others feel it.

Swipe to see how we connect them, then find out more at verdecm.com. 

10/21/2026

What does the next generation of financial advisors look like? After our visit to East Lansing a couple of weeks ago, we’re encouraged. ✨

Carl Szasz, Cindy Lundberg, and Sheeva Hajimirza visited Michigan State University’s Wealth Management Association, a student-run organization, to talk about our firm and the wealth management profession. We shared with the group how we build long-term relationships with families and business owners, what the day-to-day work involves, and where we think the industry is heading.

The students came prepared, asked thoughtful questions, and showed a clear sense of purpose about the careers they’re building. It was invigorating to spend time with them!

Thank you to the WMA for the invitation. We look forward to staying connected and supporting the next generation of advisors! 💚

Our new website starts with your life, not our products. 💻 Here are 4 places worth a look: 1️⃣ Services: how planning an...
10/20/2026

Our new website starts with your life, not our products. 💻 Here are 4 places worth a look:

1️⃣ Services: how planning and investing fit together
2️⃣ Advisors: the people behind your plan
3️⃣ Resources: articles and videos on what matters
4️⃣ Book a conversation: pick a time in a few clicks

Take the tour at verdecm.com🔗

 

Meet the new Verde. 💚💙 Same people. Same promise. A fresh look built around one idea: money is the tool. Your life is th...
10/19/2026

Meet the new Verde. 💚💙 Same people. Same promise. A fresh look built around one idea: money is the tool. Your life is the point.

Swipe to see why we changed, what the hexagons mean, and what stayed exactly the same. Then go explore our new website at verdecm.com. 🔗

Our look is changing. What we do for you isn't. ✨ On Monday we're launching a new brand and a brand-new website. Turn on...
10/16/2026

Our look is changing. What we do for you isn't. ✨ On Monday we're launching a new brand and a brand-new website. Turn on notifications so you see it first.

76 days. ⏳ That's how long you have for most 2026 tax-saving moves, and many expire Dec 31, not in April.Swipe through 👉...
10/16/2026

76 days. ⏳ That's how long you have for most 2026 tax-saving moves, and many expire Dec 31, not in April.

Swipe through 👉 1️⃣ Max out workplace plans: $24,500, plus $8,000 catch-up at 50+ ($11,250 at ages 60–63) 2️⃣ Give and gift: $19,000 per person annual exclusion; QCDs up to $111,000 from an IRA at 70½+ 3️⃣ The checklist: RMDs, Roth conversions, tax-loss harvesting, beneficiaries

Save this post, then let's build your year-end plan. 📝

Address

8031 Ortonville Road, Ste 210
Clarkston, MI
48348

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Verde Capital Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category