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The Verdi Group 

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Advanced Planning

Advanced Planning encompasses all the complex financial services we manage for our clients.

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Investment Consulting

Investment Consulting is the engine that powers the car, providing the basis for supporting your financial goals.

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Relationship Management

Relationship Management is the collaboration with the other experts in your life along with educating your next generation of wealth 

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Our Way - 4 I Process

Our Way - 4 I Process

Can you articulate your financial goal? Let us help you create one! 

The Verdi View Quarterly Newsletter

The Verdi View Quarterly Newsletter

Each quarter, The Verdi Group publishes their Top Fast Facts, timely reminders, market, and life updates from the team.

Meet Our Team

Joe Verdi

Joe Verdi, CFP®

Senior Vice President

563-445-6275

Sydney Verdi-Samuelson

Sydney Verdi-Samuelson

Financial Advisor

563-445-6201

Amy Ward

Amy Ward

Client Assistant

563-445-6211

Michael Antonelli

Michael Antonelli

PWM Market Strategist

414-765-3940

Tim Steffen

Tim Steffen

Director of Advanced Planning

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