Vantage Private Wealth

Welcome to Vantage Private Wealth, where your financial goals and family legacy are our top priorities. Located at 5551 Ridgewood Drive, Suite 303, Naples, Florida, our team is dedicated to the preservation and growth of your financial assets through transparent and unbiased advice.

Explore our latest insights with the "2024 Q2 Market Commentary: An Economic Tightrope" by our Chief Investment Officer, Megan Horneman, available now. We also invite you to listen to our engaging podcasts, “Markets with Megan” featuring Megan Horneman, and “From the Ground Up” with Leo Kelly, for expert perspectives on the financial landscape.

At Vantage Private Wealth, we believe in the power of true independence, allowing us to provide customized solutions tailored to your unique needs. Our name, Verdence, reflects this commitment, derived from Veritas—Latin for truth—and independence.

Are you ready to enhance your business and client offerings? Discover the benefits of joining the Verdence advisory team. With multiple locations, including Maryland, Virginia, Florida, and Boston, we are equipped to serve you with excellence. Contact our Naples office at 239.236.4333 for more information.

Experience the difference of independent and personalized financial guidance with Vantage Private Wealth.