Veridian Private Wealth Management

Veridian Private Wealth Management is an independent registered investment advisor headquartered in Warrenville, Illinois, owned and operated by Angela Hart. The firm specializes in providing personalized, discretionary investment management services to individuals, high-net-worth individuals, families, trusts, estates, businesses, and charitable organizations. Veridian Private Wealth Management takes the time to understand each client's specific financial situation, goals, risk tolerance, time horizon, and tax circumstances before building a tailored investment strategy. Portfolios are constructed using a diverse mix of asset classes, which may include domestic and foreign equities, exchange-traded funds, mutual funds, corporate and municipal bonds, U.S. Treasuries, alternative investments, and options. The firm emphasizes a disciplined, long-term asset allocation approach designed to manage risk through diversification. In addition to individual wealth management, Veridian Private Wealth Management offers qualified retirement plan consulting services to employee benefit plans and plan sponsors.