Michael Collopy
Mike Collopy is a founding partner and Wealth Advisor at Veracity Capital, where he helps clients make confident decisions about their investments and taxes. Most of his clients fall into two groups. Some are nearing or in retirement and want a clear plan for turning their savings into dependable income. Others are high earners whose pay includes stock options, RSUs and other equity compensation, and who want help making the most of it without an unpleasant tax surprise.
As a fee-only fiduciary, Mike is required to put his clients' interests first, and he never earns commissions on what he recommends. He holds the CFP® and CIMA® designations and chairs the Veracity Capital Investment Committee, which guides the firm's investment philosophy. He earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from The College of Saint Rose.
Outside of work, Mike lives in Canton, GA with his wife and their two sons. He coaches youth sports and is a proud leader of a 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
Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Planning for Individuals, Tax Advice and Services, Investment Advice & Management, Education Funding and Planning
Options & Futures, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks
Yes
Our Office, Your Home, Video Conference
Fee-Only
$500,000
Based on Assets, Flat Fee
750000000
$270,000,000
Additional Detailed Disclosures
