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Speaker image

About Me

Hey Im, Marcus Reid

After 12 years advising businesses, managing high-stakes transactions, and watching clients make expensive decisions based on conflicted advice — I decided to do it differently.

In 2018, I launched Verano. The premise was simple: every client deserves a thinking partner who works entirely for them. No commissions. No hidden agendas. No advice shaped by what's easiest to sell.

After 12 years advising businesses, managing high-stakes transactions, and watching clients make expensive decisions based on conflicted advice — I decided to do it differently.

In 2018, I launched Verano. The premise was simple: every client deserves a thinking partner who works entirely for them. No commissions. No hidden agendas. No advice shaped by what's easiest to sell.

Marcus Reid

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Most professional advice is designed to benefit the advisor — not you. I built Verano on a different belief: that clarity beats complexity, that every recommendation should be explained in plain language, and that your plan should actually reflect the life and business you want to build. Not the outcome that's most convenient for someone else.

What I believe

Core values

01

Clarity over complexity

A full blueprint — investments, taxes, insurance, and retirement all mapped together and delivered in plain language.

02

Fiduciary always

A full blueprint — investments, taxes, insurance, and retirement all mapped together and delivered in plain language.

03
04

Relationships over transactions

A full blueprint — investments, taxes, insurance, and retirement all mapped together and delivered in plain language.

05

Honest over comfortable

If something is a bad idea, I'll say so — clearly, respectfully, and with an explanation. You're not paying for validation.

06

Depth over breadth

I'd rather go deep with a smaller number of clients than spread thin across hundreds. Every engagement gets my full attention

Credentials

Qualifications

CFP® Certified

CFP® Certified

CFP® Certified

Certified Financial Planner since 2009

Certified Financial Planner since 2009

MBA Finance

MBA Finance

MBA Finance

University of Chicago Booth, 2006

University of Chicago Booth, 2006

SEC Registered RIA

SEC Registered RIA

SEC Registered RIA

SEC Registered Investment Adviser 2010

SEC Registered Investment Adviser 2010

Career

How I got here

2026

340+ clients, $240M under advice

Built the practice I always envisioned — one rooted in trust, transparency, and long-term relationships.

2026

340+ clients, $240M under advice

Built the practice I always envisioned — one rooted in trust, transparency, and long-term relationships.

2026

340+ clients, $240M under advice

Built the practice I always envisioned — one rooted in trust, transparency, and long-term relationships.

2018

Launched The Wealth Brief newsletter

Started writing weekly to democratize financial thinking. Now at 18,000+ subscribers.

2018

Launched The Wealth Brief newsletter

Started writing weekly to democratize financial thinking. Now at 18,000+ subscribers.

2018

Launched The Wealth Brief newsletter

Started writing weekly to democratize financial thinking. Now at 18,000+ subscribers.

2014

First 100 clients reached

Grew entirely through referrals — proof that honest advice is the best marketing strategy.

2014

First 100 clients reached

Grew entirely through referrals — proof that honest advice is the best marketing strategy.

2014

First 100 clients reached

Grew entirely through referrals — proof that honest advice is the best marketing strategy.

2010

Founded Verano Reid Wealth

Left a senior position at Goldman to start an independent RIA. Hardest and best decision of my career.

2010

Founded Verano Reid Wealth

Left a senior position at Goldman to start an independent RIA. Hardest and best decision of my career.

2010

Founded Verano Reid Wealth

Left a senior position at Goldman to start an independent RIA. Hardest and best decision of my career.

2003

Began career in wealth management

Joined Goldman Sachs Private Wealth. Spent 7 years learning the industry from the inside out.

2003

Began career in wealth management

Joined Goldman Sachs Private Wealth. Spent 7 years learning the industry from the inside out.

2003

Began career in wealth management

Joined Goldman Sachs Private Wealth. Spent 7 years learning the industry from the inside out.

Get In touch

Get In touch

Your benefits, sorted in 3 steps

Your benefits, sorted in 3 steps

Discovery call

A relaxed 30-minute conversation to understand what you're going through — no judgment, no pressure, just a safe space to start.

Discovery call

A relaxed 30-minute conversation to understand what you're going through — no judgment, no pressure, just a safe space to start.

Personalized assessment

We explore your goals, challenges, and what's been holding you back to build a picture that's uniquely yours.

Personalized assessment

We explore your goals, challenges, and what's been holding you back to build a picture that's uniquely yours.

Your counseling journey begins

Together we design a structured plan — sessions, frequency, and focus areas — built around your life, not a template.

Your counseling journey begins

Together we design a structured plan — sessions, frequency, and focus areas — built around your life, not a template.

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