Newport Beach Location

Our financial advisors in Newport Beach, California, specialize in advising business owners, entrepreneurs, and executives, and they have extensive experience with comprehensive financial planning, investment management, private investments, risk management, and tax strategies. It’s our goal to assist our clients in creating a plan for their financial future that helps them feel confident and secure. If you need comprehensive financial planning and investment management guidance, please contact our office today for a free, no-obligation consultation. 

In addition to serving the Newport Beach area and Orange County, we work with clients across the nation that fit our core focus. 

Newport Beach Team

Michael Mess

MICHAEL J. MESS

CHIEF FINANCIAL OFFICER

Matzell Ben

BEN MATZELL

CLIENT RELATIONSHIP MANAGER

Rogers John

JOHN ROGERS

PRESIDENT & COO

Why Work With Us

We help our clients feel confident in their financial future by focusing on their finances so they can do more of what they love.  From our prior experience working in a large private bank to creating our boutique advisory firm, we provide the best of both worlds: personalized service and flexible, first-class strategies. We specialize in comprehensive financial planning, investment management, private investments, retirement income, insurance planning, and tax strategies.

iconmonstr location 26 240 | Newport Beach Location | Veracity Capital

4100 Newport Pl.
Suite 255
Newport Beach, CA 92660

iconmonstr phone 10 240 | Newport Beach Location | Veracity Capital

1-844-508-788

iconmonstr email 2 240 | Newport Beach Location | Veracity Capital

info@veracitycapital.com