Verde Capital Management

05/30/2026

Please join us in wishing Carl Szasz a very happy birthday! 🎉

As Verde’s Founder and CEO, Carl leads with vision, integrity, and a deep commitment to doing what’s right for clients and the team. His long-term thinking, steady leadership, and passion for helping people make better financial decisions are the foundation of everything we do. Verde wouldn’t be Verde without him!

Happy Birthday, Carl! We’re grateful for your leadership and the culture you’ve built. 🎂🚀

05/27/2026

As a 20-something year old, buying a home seems like the ultimate symbol of financial success. But for Verde’s founder Carl Szasz, it turned out to be a major financial misstep. 📉

In this video, Carl shares a personal look back at how rushing into real estate too early drained his liquidity, introduced heavy hidden costs, and locked up capital before he fully understood cash flow management.

When it comes to building sustainable wealth for high-net-worth families and business owners, handling opportunity costs and strategic liquidity matters just as much as the assets you acquire.

What is a foundational financial lesson you had to learn the hard way? Share your thoughts in the comments below! 👇🏼

Mainstream finance tells you that buying a home in your 20s is the ...

05/26/2026

Deck season has officially arrived at the office! ☀️☕

While we love our indoor spaces, stepping outside to discuss what matters most is uniquely grounding. For the families and business owners we serve, wealth management is about much more than numbers on a spreadsheet. It is about aligning your financial resources with the lifestyle and legacy you are actively building.

Navigating business succession planning, optimizing a tax-efficient estate strategy, or simply reviewing your portfolio’s long-term structure can all benefit from a change of scenery. A little fresh air often brings a lot of clarity to the table. 🌿

To all of our current clients due for an update, or if you are a prospective family ready to explore how we help manage wealth, we would love to host your next review out here. 🌳

When scheduling your upcoming session with your advisor, let them know you would prefer an outdoor meeting. The deck is open, and it is a fantastic place to meet. 🌱

05/25/2026

🇺🇸 Today, the team at Verde joins our community in observing Memorial Day.

As we spend the day with our families and loved ones, we pause to remember that the freedoms we enjoy were bought at a profound price. This includes the freedom to build a business, protect a legacy, and secure a financial future for the next generation.

Today's about honoring the brave men and women who gave their lives in service to our nation. We owe them, and their families, a debt of gratitude that can never fully be repaid. 💚

Wishing you a safe, peaceful, and deeply meaningful Memorial Day. 🇺🇸

Normal office hours and market operations will resume tomorrow, Tuesday, May 26th.

05/23/2026

In observance of Memorial Day, the Verde Capital Management office and the U.S. stock markets will be closed on Monday, May 25th. We will reopen with normal business hours on Tuesday, May 26th. 🇺🇸

05/18/2026

We are thrilled to welcome Karagin to the team this summer as a Tax Intern, marking an exciting milestone as Verde Capital Management’s first-ever tax intern! Her addition comes at a perfect time as we continue to expand our holistic tax practice to better serve the complex needs of our high-net-worth families and business owners.

Karagin is a senior at Michigan State University studying Accounting, with a dedicated career focus on tax planning. She brings a strong passion for collaborative problem-solving and is eager to work alongside our professionals to gain hands-on experience in strategic wealth and tax management.

When she isn't analyzing tax codes, Karagin loves long-distance running, exploring new coffee shops and restaurants, staying active in health and wellness, and spending quality time with friends and family.

Head over to our website’s team page to read her full bio and learn more about her background. Please join us in giving Karagin a warm welcome to the Verde family! 💼📊✨

05/18/2026

We are excited to welcome Payton to Verde Capital Management as a Wealth Management Intern for the summer!

Payton is a third-year student at Central Michigan University pursuing a degree in Personal Financial Planning. She brings a unique and refreshing perspective to the industry, looking at the innovative intersection of wealth management, real estate, and long-term asset value.

Deeply committed to her professional growth, Payton is actively involved in both the campus and state chapters of the Financial Planning Association and serves as a fellow with the FinServ Foundation, where she focuses on client-centered planning. This summer, she is eager to bring her passion for financial wellness to our collaborative environment and learn how we craft bespoke strategies for high-net-worth families and business owners.

When she isn’t studying market strategies, Payton loves traveling, hunting for treasures at estate sales, supporting local small businesses, and baking.

Be sure to check out our website's team page to read her full bio and learn more about her background. Welcome to the Verde family, Payton! 💼✨

05/18/2026

We are thrilled to introduce the newest addition to our summer team, Andrea Selboja, who joins Verde Capital Management as a Wealth Management Intern!

Andrea is a recent finance graduate from Wayne State University, where he developed a strong interest in wealth management, portfolio design, and investment strategy. Alongside his studies, he gained valuable hands-on experience in banking, which helped sharpen the communication and client relationship skills we value so highly here at Verde.

This summer, Andrea will be working closely with our advisory team to dive deep into portfolio management and high-touch client service. When he’s not learning the ropes of the advisory world, he loves fitness, traveling, and staying active outdoors.

Head over to our website's team page to read his full bio and learn more about his background! Please join us in giving Andrea a warm welcome to the Verde family. 💼✨

05/15/2026

We wrapped up our annual retreat in the most grounding way possible with a guided meditation hike through the sand dunes, led by Verde advisor Adam Smart. 🌅

At every mile marker, we paused to reflect on the terrain around us. Whether we were navigating the shifting sands of a steep climb or finding our footing on a solid ridge, each step mirrored the highs and lows of the work we do every day.

We’re leaving the dunes behind, but we’re carrying the clarity and strategy we found there straight into our work with you.

Back to the grind, but with a much better view. Let’s get to work! 🚀

ReflectAndRefine