Private Strategies


Financial Planning 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.

    Veracity Financial Services is a division of Capital Markets IQ, LLC, a SEC registered investment advisor. 

    © 2016 Veracity Financial Services, Inc

    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Veracity Financial Services, Inc., to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered personalized investment advice for compensation.