Michael Collopy
Mike is a founding partner of Veracity Capital. His mission is to advise clients on reaching their financial goals, with an emphasis on investment and tax planning. Many of Mike's clients fall into one of two categories; those focused on retirement and distribution strategies or high income earners that receive equity compensation and other employee benefits.
Mike earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from the College of Saint Rose. He holds both the Certified Financial Planner, CFP®, and Certified Investment Management Analyst CIMA® designations. In addition to his Wealth Advisor role, Mike serves as the chairman of the Veracity Capital Investment Committee where he helps guide the firms investment philosophy. Outside of work, Mike lives in Canton, GA with his wife have two sons. He coaches youth sports and is a proud leader of the Cub Scouts Tiger Den.
YouTube Channel: https://www.youtube.com/@MichaelCollopyYT
Our Team
Kevin is a Founding Partner and Wealth Advisor of Veracity Capital, with expertise in investments, tax planning, retirement planning and other key areas of wealth management. Kevin is a highly decorated veteran and former US Navy Pilot. His service included two tours forward deployed to Afghanistan in support of Operation ENDURING FREEDOM and an F-18 flight instructor tour. He earned a Bachelor of Science in Mechanical Engineering from Georgia Institute of Technology and an MBA from Indiana University, Kelley School of Business.
As a Client Relations Manager for Veracity Capital, Hannah supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support, and relationship management to ensure a best-in-class client experience. Hannah is a graduate of Palm Beach State College.
Chandler serves as a Client Relationship Manager at Veracity Capital, where he plays a key role in supporting the service needs of the organizations wealth advisors and maintaining custodian relationships. His focus is on delivering a best-in-class client experience by enhancing advisement services and ensuring smooth operations. Chandler holds a bachelors degree in finance from the Darla Moore School of Business at the University of South Carolina. Professional Designations Series 6, 63, and 65
2018
Fidelity Investments
Atlanta, GA and surrounding cities.
8
Executives, Retirement Transition, Individuals and Families
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Alternative Investments
Yes
Your Home, Our Office, Video Conference
Fee-Only
$500,000
Based on Assets, Flat Fee
750000000
$270,000,000
Additional Detailed Disclosures
