Wealth Management Built Around You

Customized solutions to help you protect, grow, and navigate your financial journey with confidence.

Veracity Means Devotion to Truthfulness

Veracity Capital is an employee-owned, Registered Investment Advisor (RIA) specializing in boutique wealth management services. By name and by nature, and as a fiduciary, we prioritize truth, accuracy, and always act in your best legal and ethical interests. We offer more than just suggestions; we help you gain clarity around your financial plan to meet the future with confidence. Whether you’re looking to build wealth, minimize tax liabilities, protect your assets, or plan for retirement, we have the knowledge and resources to support you.

Meet our team

Who We Serve

We provide comprehensive and personalized wealth management solutions, supporting high-net worth individuals including corporate executives, business owners, and individuals preparing for retirement. Built on the principle that ‘Truth Builds Trust’, our team is dedicated to changing client lives for the better, empowering you to pursue your financial goals. With diligence that shapes solutions, wisdom that inspires clarity, and devotion that builds loyalty, we provide experienced guidance and personalized strategies designed around your unique needs and aspirations.

Wealth management goes beyond simply picking investments.

We deliver a holistic financial solution by focusing on five essential pillars: investment management, retirement and cash flow planning, insurance and risk management, tax planning, and legacy and estate planning.

Investment Management | Retirement and Cash Flow Planning
Insurance and Risk Management | Tax Planning | Legacy and Estate Planning

What Our Clients Are Saying

“Very easy to work with. My advisor genuinely cares about me. Been with them since day one. Best decision I could have made.”

This testimonial was provided by a current client on February 20, 2025. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm. There are no known material conflicts of interest related to this testimonial.

What Our Clients Are Saying

“Whenever I reach out, I receive an immediate answer or call back; that’s comforting.”

This testimonial was provided by a current client on February 20, 2025. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm. There are no known material conflicts of interest related to this testimonial.

What Our Clients Are Saying

“Could not be more pleased with the quality of the services and personnel. Top notch!”

This testimonial was provided by a current client on March 5, 2025. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm. There are no known material conflicts of interest related to this testimonial.

What Our Clients Are Saying

“My team exceeds our expectations on all interactions. They match our financial philosophy and take a personal interest in all of our conversations. And most importantly they have built a trust with our family that is paramount in a financial relationship.”

This testimonial was provided by a current client on February 24, 2025. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm. There are no known material conflicts of interest related to this testimonial.

What Our Clients Are Saying

“My experience with Veracity Capital has been exceptional! Every question I have is answered immediately. All of my expectations have been exceeded. To date, they have been the most qualified, personable, and professional company I have ever worked with! …I am completely confident in my managed financial portfolio going into the future.”

This testimonial was provided by a current client on March 6, 2025. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm. There are no known material conflicts of interest related to this testimonial.

What Our Clients Are Saying

“My team is outstanding and take the time to thoroughly explain market, portfolio performance and retirement outlook. They are always available and have been great partners in ensuring our assets are well managed.”

This testimonial was provided by a current client on March 10, 2025. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm. There are no known material conflicts of interest related to this testimonial.

Our Proven Process

The journey to true wealth starts with a well-defined approach. Veracity Capital’s Proven Process allows us to understand you—your goals, needs, and aspirations—enabling us to design a financial plan that evolves as your life does. From the initial discovery and personalized client experience demonstration to on-going management and care, we are with you at every step. Our tailored process focuses on key areas like overall planning, investment management, tax strategy, and wealth transfer, keeping you on track with evolving market conditions, legislative changes, and personal milestones.

Pre-Client Initiation

prm pre client 1 | Home | Veracity Capital

Client On-Going Management & Care

VC OnGoingClientManagement Care | Home | Veracity Capital

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Let’s take this journey together.

Our goal is to help guide you toward a successful, secure, and confident financial future.

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