About Veracity wealth management
Veracity Wealth Management: Providing Unbiased Financial Advice to High Net Worth Clients
Veracity Wealth Management is a financial advisory firm that specializes in providing sophisticated and unbiased financial advice to high net worth clients. The company was founded by Jeremy Johnson, who is a Chartered Financial Analyst® and a Certified Financial Planner™ with over 15 years of experience serving high net worth clients.
At Veracity Wealth Management, the team understands that every client has unique financial goals and objectives. Therefore, they take the time to understand each client's individual needs before developing customized investment strategies that align with their goals. The company's approach is based on three core principles: transparency, objectivity, and accountability.
Transparency is at the heart of everything Veracity Wealth Management does. They believe in being open and honest with their clients about all aspects of their investments, including fees and performance. This ensures that clients have a clear understanding of what they are investing in and how it will benefit them.
Objectivity is another key principle at Veracity Wealth Management. The company does not sell any proprietary products or receive commissions from third-party providers. This means that their advice is always unbiased and focused solely on what's best for the client.
Accountability is also important at Veracity Wealth Management. They take responsibility for their recommendations and are committed to delivering results for their clients. The team regularly reviews each client's portfolio to ensure it remains aligned with their goals.
Veracity Wealth Management offers a range of services designed to meet the unique needs of high net worth individuals:
Investment management: The company provides customized investment solutions tailored to each client's risk tolerance, time horizon, liquidity needs, tax situation, and other factors.
Financial planning: Veracity Wealth Management helps clients develop comprehensive financial plans that address all aspects of their finances including retirement planning, estate planning, tax planning, insurance analysis & review etc..
Wealth transfer & legacy planning: For those who want to leave a lasting legacy, Veracity Wealth Management offers wealth transfer and legacy planning services. The team works with clients to develop strategies that minimize taxes and maximize the impact of their charitable giving.
Philanthropic planning: Veracity Wealth Management helps clients achieve their philanthropic goals by developing strategies that align with their values and maximize the impact of their giving.
Overall, Veracity Wealth Management is a trusted partner for high net worth individuals who want unbiased financial advice from an experienced team. With a commitment to transparency, objectivity, and accountability, they are well-positioned to help clients achieve their financial goals.
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