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Verdant Wealth Management is a d/b/a of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, a registered investment advisor.  Financial Planning and Investment Management Services are offered through Nelson, Van Denburg & Campbell Wealth Management Group. LLC.

Services

LET'S WORK TOGETHER

Our firm offers a variety of services that we tailor to your needs. We understand that you come to us with a unique set of concerns and needs, and we’re confident that we can give each individual the care and assistance they require.

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By instilling a sense of trust in our firm’s process, as well as our skilled team, we deliver a standard of quality and excellence that’s difficult to match.

05.

EDUCATION

PLANNING

  • Determining total cost of education goals

  • Factoring in other educational benefits (grants, scholarships, GI Bill, etc…)

  • Access to 529 College Savings Plan

  • Education Savings Accounts

  • Gifts and transfers to minors accounts

06.

SURVIVOR + ASSET

PROTECTION

  • Survivor benefit planning

  • Role of pensions, social security and investments

  • Life insurance requirements, long-term care and disability needs

03.

INVESTMENTS

  • Discretionary and non-discretionary investment management

  • Portfolio design and implementation

  • Investments we believe to be low cost and tax efficient

  • Portfolio rebalancing

04.

CASH

MANAGMENT

  • Investment options for your cash and near cash reserves

  • Automated funds transfer service through your account custodian

  • Tools to improve awareness of your current cash-flow

  • Prioritizing and funding your financial goals

  • Determining an appropriate cash reserve for your circumstance

07.

ESTATE PLAN

COORDINATION

  • We will collaborate with outside attorneys on your estate plan

  • Coordinate account beneficiaries with your estate plan

  • Gifting strategies while alive, legacy planning at death

08.

TAX PLAN

COORDINATION

  • Collaboration with your accountant

  • Tax-sensitive investing

  • Tax loss harvesting and carry-forward losses

01.

INTEGRATED FINANCIAL PLANNING

  • Comprehensive assessment of your goals, situation and risk tolerance

  • An opinion on what we consider to be the strengths and weaknesses in your current plan

  • Advice on allocating your investment assets for specific goals

  • Investments we believe to be effective, low cost and tax efficient

  • Ongoing investment management and progress reporting

  • Scheduled reviews to keep pace with your situation

  • Account aggregation tools to provide one-stop access to all your accounts

  • Coordination with your other advisors

02.

RETIREMENT

SERVICES

  • Integrated planning of all your retirement assets including employer plans, IRAs, Social Security and pensions

  • Employer rollover accounts

  • Traditional and Roth IRA accounts

  • Required minimum distribution services through your account custodian

  • Employer retirement plans

WORK WITH US