Why Choose VERITY?

VERITY Wealth Advisors is an independent, fee-only firm. As such, our sole purpose is to serve the interests of our clients. Our principals have over 20 years of investment and financial planning experience and deliver that expertise through a boutique, family office partnership. Our clients are assured of a low client -to-principal business practice which promises unparalled client service.

At VERITY Wealth Advisors, we excel in delivering comprehensive wealth management services to those who have complex financial needs. We apply a thorough quantitative process in our work with each client, designing custom solutions that are expected to have the highest, risk-adjusted outcomes while minimizing taxes and fees.

Though the objectives can be complicated, we emphasize simplicity and transparency in all of our work. Above all, we work to empower our clients to better assess, monitor and grow their wealth.

Spectrum of Service

We address all of the wealth management needs of our clients. In addition to institutional-quality investment management, we also provide:

• Estate planning guidance
• Development of goals and objectives for client’s wealth
  • Retirement needs
  • Charitable intentions
  • Legacy objectives
• Evaluation of all types of insurance needs
• Detailed and comprehensive reporting of all assets