Your Personal CFO

We’re a high-touch,
high-service,
independent wealth management firm.

We are a high touch, high service, independent, wealth management consulting firm based in Boise, Idaho.  We deliver integrated solutions to high net worth families, individuals, and foundations/endowments throughout the Intermountain and Pacific Northwest regions.  As a carefully designed and independent boutique, we provide our clients with the best of breed wealth management services through an open architecture platform, ensuring we are not captive to any particular money manager, service provider, or product. What sets Verdi Wealth Management apart is the degree to which we commit ourselves to our families, individual’s, and foundation’s interest, and then marshal our full capabilities toward that end.  As we see it, wealth management is about building close caring long-term relationships as much as it is about product and services.

The value we offer is more than the sum of our individual service offerings; rather, it derives from our emphasis on interdisciplinary teamwork and collaboration on our client’s behalf. Silo-thinking has no place at Verdi Wealth Management.  It is by working across functional boundaries that we provide our clients with the best possible solutions and ideas.  Our clients are the captains of their own ship; we are simply the navigators to their final destination.

Our Team

John W. Gottschall Picture John W. Gottschall Picture

John W. Gottschall

Partner and Senior Portfolio Manager

Mary Walker Picture Mary Walker Picture

Mary Walker

Partner and Wealth Advisor

Mark C. Miller Picture Mark C. Miller Picture

Mark C. Miller

Partner and Senior Portfolio Manager

Rachel Dykstra Picture Rachel Dykstra Picture

Rachel Dykstra

Director of Advanced Planning Services

Chris Verdi Picture Chris Verdi Picture

Chris Verdi

Director of Client Services

Craig Verdi Picture Craig Verdi Picture

Craig Verdi

Founder & Wealth Advisor

Our Expertise