Viridian Announces New Financial Advisor

Viridian is proud to welcome Matthew (Matt) Boelter as newly appointed Financial Advisor.  In his role Matt will continue to work with clients in preparing financial plans and investment portfolios.

Matt has been recognized as one of the top performing financial advisors in the greater Puget Sound area.  Matt previously was affiliated with Voya Financial.

“I am delighted that Matt joins our office family at Viridian.  He is a young, intelligent, forward thinker – exactly what we need more of in our industry.  I look forward to having such a talented advisor join our family.”  – Adriel Tam, CEO

Viridian Investments is an independent firm providing comprehensive financial planning and investment management services to closely held businesses, families, and individuals.

 


 

Investment Advice Offered Through Viridian RIA, LLC a Registered Investment Advisor

Get In Touch

Share On Social Media

Other Recent Blog Articles

March 2021 Market Update

March 1, 2021

We’ve had many questions from clients about recent market volatility. Over the years, we’ve occasionally used the term “frothy” to describe market behavior. Certain stock sectors are definitely starting to…

Read More

Boeing VIP, VLO, Pension Discussion

February 9, 2021

In this video blog Matt Boelter and Alexa Caplan discuss the options and considerations for Boeing employees who are near retirement or perhaps being offered early retirement. Print Friendly

Read More

Meet Anne Waltman, CPA

December 22, 2020

Anne joined Viridian in August of 2020 as a Tax Manager and CPA. She graduated from the University of Puget Sound with a Bachelor’s in Accounting. After several years in public accounting,…

Read More