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Our Story

How Everything Started

About Image
About Image

Founded on the principles of service excellence, expertise, transparency, and tax-efficiency, Veridian Private Wealth Management delivers customized wealth strategies and curated advice to entrepreneurs, individuals, families, businesses and organizations. We are driven by your success and help you meet your financial goals, grow your wealth and protect your family.

Meet Your Lead Advisor

Team Member

Angela Major Hart, J.D., CFP®

Principal, Wealth Strategist

Angela Major Hart, J.D., CFP® has extensive work experience in the financial and legal sectors and has an unparalleled passion for delivering top-tier client service.

Prior to Veridian, Angela served in several demanding, high-level financial positions including Senior Vice President & Wealth Strategist at Northern Trust, as Senior Vice President and Manager of Estates, Complex Assets, and Contested Trusts at First Midwest Bank (now Old National Bank), and most recently, as the Executive Vice President and Head of Wealth Management & Trust at Byline Bank. Through these roles, she honed her expertise in investing, wealth planning, trust and estate administration, and operational oversight – all while serving as a fiduciary and delivering top-tier client service.

Earlier in her career, Angela worked as an Associate in the private practice of law and provided legal counsel to clients in estate planning and administration as well as commercial real estate transactions, business law, financing, and land use development.

Throughout her career, Angela has demonstrated expertise in wealth management, trust administration, estate planning, and private assets. Angela's experience spans both the financial and legal aspects of these fields, making her a well-rounded professional.

Angela obtained her Bachelor of Arts degree in International Business from Eckerd College in 1997 with a focus in Economics and a minor in Anthropology. Angela further pursued her education at the University of Iowa College of Law, where she earned her Doctor of Law (J.D.) degree With Distinction in 2003. In addition to her academic achievements, Angela Hart is a CERTIFIED FINANCIAL PLANNER™, which is a premier financial planning designation recognized by the CFP® Board.

In her free time, Angela enjoys spending time with her family, hiking, gardening and traveling. A number of the pictures on this website were taken by her while pursing these favorite pastimes.

Why Veridian?

Our team understands the different milestones of life, and the challenges they bring. We work to ease the stress of each transition using our years of experience, research, and resources alongside your values and desires, to design and implement a successful plan of action.

Our clients invest with intention – to meet their goals, grow their wealth and protect their families. By aligning our fiduciary guidance, investing principles and wealth planning with equal passion, we go beyond being an investment adviser to becoming a dedicated partner.

Using best-in-class technology and industry partnerships, we serve as your family's CIO and provide:

  • Sophisticated wealth planning
  • Institutional quality investments
  • Transparent low-fee investment solutions
  • Tax-efficient portfolios
  • Custom indexing
  • Mission-aligned investing

Strategic Alliances

  • Schwab
  • Orion
  • TownSquare Capital
  • eMoney

Our Process

Discover
To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you.
Analyze
Next, we gather and review all relevant information, including bank records, financial statements, and tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be.
Advise and Implement
The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan.
Monitor and Evolve
The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate.

"The seeds you plant today become the fruits of prosperity for tomorrow."

- Chinese Proverb
Designation

We are proud to sit on the same side of the table as our clients.

Designation

Certified Financial Planner™

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