Verdi Wealth Management is an independent, high-touch boutique advisory firm based in Boise, Idaho, serving high-net-worth individuals, families, businesses, and foundations across the Pacific Northwest and beyond. Positioning themselves as clients’ “Personal CFO,” they offer integrated financial solutions through an open architecture platform, ensuring unbiased access to top-tier services and products. Their comprehensive offerings include retirement and estate planning, tax strategies, risk management, and investment management, all tailored to each client’s unique goals. With a collaborative, interdisciplinary approach, Verdi emphasizes building long-term relationships and guiding clients through complex financial landscapes with personalized, objective advice.