Print Posted on 08/09/2017 in Financial Planning

Verde Wealth Helping Clients Manage Wealth, Live Life to the Fullest

Verde Wealth Helping Clients Manage Wealth, Live Life to the Fullest

In Houston, Texas, the team at Verde Wealth Group (Verde) believes that your wealth is about more than money, it’s about living your life to the fullest.

“We focus on helping clients live the life they want with the resources they have,” explains Geordie M. Hrdlicka, J.D., LL.M., CFP®, founder and president of Verde. “Everyone defines wealth differently. To understand how to get the most out of their wealth, the client first has to figure out what is essential to their ideal life. When a client saves or spends with that specific purpose in mind, the priorities become clear.

"Our goal is to help our clients remain on the path forward to financial success no matter what life changes take place along the way."

“Sometimes clients feel overwhelmed with how to begin. Before we ever start planning, consulting or making recommendations, we listen to the client to gain a clear understanding of their desires,” adds Verde Senior Vice President Patricia (“Trish”) A. Moore, MBA, CFP®. “We then spend time analyzing their financial situation and thoughtfully lay out options for a successful path forward. Once we know what is essential to our client, the recommendations fall into place.”

That kind of holistic perspective is important because life changes. The very name of the Verde’s process is, in fact, “Evolving Your Wealth™.

“Whether we’re putting together a complex plan or consulting on a single issue, we take the same holistic approach,” Geordie says. “Our goal is to help our clients remain on the path forward to financial success no matter what life changes take place along the way.”

Indeed, maintaining that level of adaptability is something that comes naturally to the whole team at Verde. Geordie and her team have diverse backgrounds that allow them to take a fresh, multidimensional approach to each client’s plan.

“In addition to traditional financial planning, we uncover blind spots ranging from potential legal, estate, tax, business ownership and real estate issues due to our educational backgrounds and previous careers. We embrace guiding clients through life changing events and connect them to experts if outside help is needed,” explains Geordie.

“Our backgrounds are diverse because we made a deliberate choice to pursue this career,” Trish adds. “We are passionate about what we do and do not take for granted that working with our clients is a gift.”

The passion stems from Verde’s four core values of integrity, independence, compassion and contribution. “Our loyalty is to our clients,” Trish says. “Because we’re an independent firm, we’re not tied to any one particular product or strategy.” Geordie adds, “That’s important because what’s best for one client may not be what’s best for another — and we do what’s best, one client at a time.”


As Seen in Kiplinger's Personal Finance


Verde Wealth Group

3555 Timmons Lane, Suite 910

Houston, TX 77027

(713) 929-3250 | verdewealth.com


Fee-Based Planning offered through Verde Wealth Group™, LLC, a State Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1.800.765.5201. Verde Wealth Group™, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

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