Verdence Capital Advisors

We sat down with David Gonzalez, our new Senior Private Wealth Associate, to learn more about his journey in the financial industry and what drives him both professionally and personally. David shares his passion for helping others achieve their financial goals and how his experiences have shaped his approach to client relationships. He also gives us a glimpse into his life outside Verdence and how he maintains a healthy work-life balance. Get to know David better and you'll understand why we're so excited to have him join the Verdence Capital Advisors team. 🎥 #MeetDavidGonzalez #VerdenceCapital #PrivateWealth #FinancialJourney #WorkLifeBalance

The U.S. economy has shown remarkable resilience in the first quarter of 2024, growing over 2.0% despite headwinds such as high-interest rates, elevated debt levels, and geopolitical tensions. This strength, coupled with dovish central bank comments, has taken global equity markets to record highs. But the road ahead may become more volatile, unfortunately. While the economy has benefited from central bank rhetoric, underlying challenges threaten the ongoing expansion, and a soft landing may not materialize. In our latest quarterly recap and outlook, our CIO, Megan Horneman echoes our base case of a slowing economy and discusses the Federal Reserve's potential interest rate path. She looks at why equity prices are near record highs with little room for error and highlight the risks posed by government spending, consumer behavior, and geopolitical tensions. Although the U.S. economy has surpassed expectations, growth is being supported by government spending and consumers running on fumes. https://hubs.la/Q02tFwD20 #USeconomy #investing #assetallocation #geopolitics #FederalReserve #wealthstrategy #wealthmanagement

🎉 Exciting Announcement! 🎉 We're thrilled to share that Meg Sheil-Puopolo has been promoted to Partner at Verdence Capital Advisors! With 20+ years of experience, including a distinguished tenure at Fidelity, Meg brings a wealth of knowledge in serving high-net-worth individuals, families, and business owners. As Partner and Private Wealth Advisor, Meg is committed to helping clients define and achieve their financial goals. Her personalized approach and dedication to building lifetime relationships make her an invaluable asset to our team and to you, our valued clients. Please join us in congratulating Meg on this well-deserved achievement! We're excited to see her continue to make a positive impact and empower clients on their financial journey. 🌟 #Congratulations #FinancialAdvisors #NamedPartner #WealthManagement #Verdence

Join us in extending a warm welcome to David Gonzalez, CFP®, our newest Senior Private Wealth Associate.🎉 #WelcomeAboard #GrowingTeam #VerdenceCulture

Verdence Capital Advisors changed the name of its outsourced RIA services offering to Verdence/RIA+, while expanding its lineup of services and solutions. “The transformation from Verdence/OCIO to Verdence/RIA+ is so much more than a name change,” says Leo Kelly, the firm’s CEO. Major additions to the program include continuity and succession planning, says Peter McGratty CFA, Director, Verdence/RIA+. https://lnkd.in/gq8GfA7C #WealthSolutionsReport #FinancialAdvisors #WealthManagement  

Verdence Capital Advisors Unveils Verdence/RIA - https://lnkd.in/gX6qmemQ Follow Citybiz on LinkedIn - https://lnkd.in/gStBXi2X Leo Kelly, Peter McGratty CFA, Thomas New, Matthew Andrulot, Brad Coppel, CPA, Kevin Cuff, Megan Horneman, Nancy McColgan, CFP®, Michele Beernink, Michele Welsh, Emily Hogan, Peter McGratty CFA, Verdence Capital Advisors #citybiz #citybiznews #FinancialServices #wealth #FinancialAdvisors 

We've rebranded! Introducing our newly-expanded advisor platform, Verdence/RIA+. Discover an experience that is crafted by advisors, for advisors. After refining our own advisory platform, we're thrilled to extend our tools and resources to empower independent advisors like you. At Verdence, we have walked in your shoes. We understand the challenges you face in the ever-evolving world of wealth management. That's why we've created a turnkey solution that combines powerful tools with simplicity and affordability. The platform is built on two core principles: 1. Making Success Easier: Access the tools and support designed to help you grow your business and better serve your clients. 2. Supporting Independent Wealth Management: Strengthen the independent advisor community by sharing our platform. Verdence/RIA+ offers: 🔹 Powerful research platform 🔹 Investment strategy and due diligence 🔹 Model delivery 🔹 Unique investment opportunities 🔹 Big business offerings at a small business price Whether you're a solo advisor or RIA, Verdence/RIA+ is tailored with tiers and options to meet your needs and goals. Visit https://hubs.la/Q02tlx5P0 to learn more and transform your practice. #Verdence #RIA+ #FinancialAdvisors

We're thrilled to announce that Verdence/OCIO is now Verdence/RIA+! "Verdence chief executive Leo Kelly told Citywire RIA that the rebrand repositions Verdence at ‘a critical moment’ for many small RIAs, which are struggling to compete with scaled firms." This change represents our dedication to providing small and midsize RIAs with the tools and support they need to grow and maintain business continuity. Thank you, Jacob Indursky at Citywire RIA for sharing our news. Peter McGratty CFA Matthew Andrulot 🔗 Read the full article: https://lnkd.in/eqV8wMct #B2B #RIAPlus #FinancialAdvisors #EmpoweringIndependence #Verdence 

Imagine maintaining full control over your strategic direction while also accessing tailored capabilities, cutting-edge technologies, and resources to elevate your business as a financial advisor. This week, you'll find out how we can help you do just that! #riasolutions #financialadvisor #advisorshelpingadvisors #wealthmanagement

Our new B2B venture is going to focus on advisors serving advisors, providing a platform for industry professionals to connect, collaborate, and support one another in navigating the ever-evolving landscape of financial services. Our goal is to foster a community where knowledge and expertise can be shared, ultimately benefiting both advisors and their clients. Stay tuned for more updates on how we're revolutionizing the way advisors work together! #AdvisorsSupportingAdvisors #B2BVenture #FinancialServices #RIA #RIASolutions #FinancialAdvisors