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Michael Collopy, CFP®, CIMA®
Veracity Capital, LLC

Tel: 678-685-3265
2859 Paces Ferry Rd, STE #635
Atlanta, GA 30339
Veracity Capital, LLC | Financial Advisor in Atlanta ,GA


About Michael Collopy

Custody: Fidelity Investments

Mike's mission is to support and advise his clients on reaching their financial goals. Mike generally works with clients that are business owners, receive equity compensation (RSU's, stock options, equity awards, ESPP's, etc.), or are transitioning into retirement. Being a company shareholder himself, Mike understands the risks, rewards and complexities that come with equity ownership.

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 the office, Mike, his wife Katrina and son William, can be found outdoors, hiking, traveling or on the local basketball courts.


About Veracity Capital, LLC

We specialize in Wealth Management for corporate executives, business owners, high-income earners, and those planning for retirement. Veracity's depth and breadth of experience allow them to maintain and grow financial and psychological wealth responsibly, focusing on maximizing value and minimizing taxes.

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General Information

Name of Custodial Firm:   Fidelity Investments
Work Experience:   Mike is a Certified Financial Planner, CFP®, and Certified Investment Management Analyst CIMA®. Prior to becoming a Partner with Veracity Capital, Mike spent 8-years at Goldman Sachs, as a Vice President in their AYCO Division. Mike relocated from New York to Miami, FL in 2013 to expand the AYCO business in the South Florida market. While this was a successful endeavor for Mike and his clients, he ultimately ended up forming Veracity Capital, LLC with 12 of his colleagues in 2018 with a goal of creating a best in class wealth management business.
Advisory Services Provided:   Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management

Services

Investment Types:   Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, Alternative Investments, Annuities, Insurance, Mutual Funds, Commodities, Stocks
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Your Office, Video Conference

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets, Flat Fee
Additional Details on Charges:   Our advisory fee is generally below 1% on assets under management.

Education

Master in Business Administration  - Business   The College of Saint Rose  - Albany, NY
01/01/2009-12/31/2011
Bachelor of Science in Finance  - Finance   Coastal Carolina University  - Conway, SC
08/01/2004-12/31/2008

Financial Services

Wealth Management

We create comprehensive financial and investment plans for our clients, which is inclusive of investment, tax, estate, insurance, employee benefits and retirement planning.


Disclaimer

Advisory services offered through Veracity Capital, LLC, a registered investment advisor. Veracity Capital does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Communities Served

Atlanta and surrounding areas.

Social Networks

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