wiseradvisor

Michael Collopy, CFP®
Veracity Capital, LLC

Tel: 305-723-9949
2859 Paces Ferry Rd, STE #635
Atlanta, GA 30339

Truth Builds Trust

Veracity Capital, LLC | Financial Advisor in Atlanta ,GA

About Veracity Capital, LLC

Veracity Capital is a wealth management firm that provides customized investment solutions and comprehensive financial planning to business owners, equity-based compensation employees, and individuals transitioning to retirement. Headquartered in Atlanta, GA, Veracity's proprietary financial planning process drives investment decisions aimed to achieve client specific goals. 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.


General Information

Firm Start Year:   2018
No.of Employees:   10-19
Gender:   Male
Name of Custodial Firm:   Fidelity Investments
Number of Years with Current Firm:   3
Work Experience:   Mike is a Certified Financial Planner, CFP®. 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:   Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Portfolio Management


Services

Investment Types:   Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your office, At your home, Via Phone, Video Conference, At my office


Firm Information

Advisor's Number of Clients:   30
Advisor's Number of Managed Clients:   30
Assets Managed by Advisor:   $75,000,000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


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



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.

Michael Collopy

Michael Collopy

CFP®

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 sees the client and advisor relationship similar to a partnership, where communication, transparency and preparation are crucial to success. He believes that no two clients have the same financial goals, so no two clients should have the same plan. Because of this, Mike works with a lower number of clients and selectively focuses on those that can benefit from his skill set.

Mike also serves as the chairman of the Veracity Capital Investment Committee where he helps guide the firms investment philosophy. Prior to being a Partner with Veracity Capital, Mike spent 8-years working at Goldman Sachs, in the AYCO Division where he held the title Vice President.

Mike earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from the College of Saint Rose. Outside of the office, Mike, his wife Katrina and son William, can be found outdoors, hiking, traveling or on the local basketball courts.

My 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.

My Team

As a Wealth Advisor for Veracity Capital, Kevin's primary role is to provide customized investment solutions and comprehensive financial plans to clients. As a Partner, his duties include overseeing strategic projects, personnel, and business development with a strong commitment to continually enhance client service standards. Kevin is dedicated to the highest levels of client service by managing, maintaining, and growing client wealth responsibly and tax-efficiently. As a fiduciary and Certifie ...more

Communities Served

Atlanta and surrounding areas.