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.
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.
|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|
|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
|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
We create comprehensive financial and investment plans for our clients, which is inclusive of investment, tax, estate, insurance, employee benefits and retirement planning.
|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.|
Registered Investment Advisor:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Atlanta and surrounding areas.|
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