Dallas Location
Our Wealth Advisors in Dallas, Texas, 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 are a business owner or entrepreneur and need guidance with comprehensive financial planning and investment management, please contact our office today for a free, no-obligation consultation.
In addition to serving the Dallas and Fort Worth area, we work with clients across the nation that fit our core focus.
Dallas Team
KEVIN S. GRAY
CHIEF EXECUTIVE OFFICER
MATTHEW G. HARWELL
WEALTH ADVISOR & PARTNER
JOHN ROGERS
PRESIDENT & COO
JOHN RINKER, CFP®
CLIENT RELATIONSHIP MANAGER
LISA MONELLO
EXECUTIVE ADMINISTRATOR
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. Through our experience working with large investment banks, we provide the best of both worlds: personalized service and flexible, unique strategies. We specialize in comprehensive financial planning, investment management, private investments, risk management, and tax strategies.
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5001 Spring Valley Road
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1-844-508-7884 |
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info@veracitycapital.com
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