Barney Smith

Verde Wealth Group is an independent wealth advisory firm based in Houston, Texas, specializing in comprehensive wealth planning. Their unique philosophy and process focus on creating personalized, holistic financial plans that evolve with clients' dynamic lives, helping them achieve both short-term and long-term goals. With a deep understanding of clients' priorities and objectives, Verde Wealth Group aims to establish a solid foundation that can adapt and grow throughout each client's lifetime. Whether guiding business owners through transition phases, assisting with sudden wealth management, optimizing executive benefits, or providing support during retirement and estate planning, Verde Wealth Group offers expertise, empathy, and personalized strategies to help clients navigate their financial journeys with confidence.Generated from the website

Merrill Lynch Wealth Management in Houston, TX is a financial services firm that provides investment advice and portfolio management services to individuals and businesses. With a focus on wealth management, Merrill Lynch offers tailored financial solutions to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

cSquared Wealth provides financial planning and investment management services to individuals and families across the U.S. Our singular goal is to provide clients with confidence in a clear path forward, so they are free to pursue their life's passions. cSquared Wealth's founder, Charles W. Bingham, believes clients are best served by a comprehensive relationship which addresses all financial matters.