Developing and maintaining a strategy that encompasses every aspect of your financial life can be challenging, particularly when you have substantial assets and sophisticated needs. We work with our clients' existing legal, insurance and accounting counsel to develop long-term, innovative strategies and solutions that enhance existing wealth.
Veracity Financial Services provides clients with sound guidance and counsel that is best for you, not us. Our team works to provide individual solutions that meet your objectives, risk tolerance, and time requirements. The typical client has one or more of the following characteristics:
- Affluent professional with significant assets
- Owner of a business that has been sold or may be sold soon
- Families or individuals facing a complex financial situation
- Seeks to fulfill philanthropic goals
- Seeks to preserve and move wealth through future generations
- Seeks a relationship that maximizes professionalism and return while minimizing hassle
Insure your lifestyle
At home - Protect the unique features of your home from a wide range of circumstances.
Automobiles and other vehicles - Insure all your vehicles, including collector cars at an affordable rate.
For your collections - Obtain precise coverage for fine art, wine, jewelry, antiques and other collectibles.
Yachts and other watercraft - Get comprehensive insurance for ships, small boats and everything in between.