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.
|Firm Start Year:||2018|
|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|
|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|
|Advisor's Number of Clients:||30|
|Advisor's Number of Managed Clients:||30|
|Assets Managed by Advisor:||$75,000,000|
|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.|
|Master in Business Administration - Business||
The College of Saint Rose - Albany, NY
|Bachelor of Science in Finance - Finance||
Coastal Carolina University - Conway, SC
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.
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.
We create comprehensive financial and investment plans for our clients, which is inclusive of investment, tax, estate, insurance, employee benefits and retirement planning.
|Atlanta and surrounding areas.|