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Our services

Our Advisors have an exceptional amount of technical expertise in wealth management and financial strategy. We understand the impact that it has on every aspect of each Client’s life, and we always lead with our Clients’ best interests in mind as we guide and provide clarity to financial planning.

Strategic Wealth Management & Financial Planning

Your wealth management Advisor guides you with comprehensive planning sessions focused on retirement lifestyle and legacy planning that can help you manage risks and identify opportunities. We focus on all aspects of you and your portfolio, including:

  • Retirement Planning
  • Cash Flow and Liquidity Analysis
  • Tax Efficiency
  • Estate Planning Integration
  • Risk Management
  • Consolidated Reporting
  • Charitable Giving
INVESTMENT MANAGEMENT

We manage your investments in a way that serves your best interests. Our Advisors understand your goals and recommend solutions to achieve them by providing long-term investment performance, service, and a comprehensive suite of investment management solutions. Veracity Capital offers:

  • Comprehensive Portfolio Management
  • Risk Analysis
  • Stress Testing
  • Portfolio Strategy & Implementation
  • Business Cycle Investment Philosophy
  • Concentrated Position Strategy
  • Alternative Investment
RISK MANAGEMENT

Your financial strategy must include risk management to analyze and manage your portfolio. Our services include:

  • Protected Income Strategies
  • Protected Accumulation Strategies
  • Annuity Review