Strategic Land Conservation * Captive Reinsurance * Advanced Planning Strategies * Annuities * Life Insurance Design * Structured Finance * Real Estate Investment
Verity Capital Partners, LLC (“VCP”) is a unique boutique financial services and advisory firm focused on providing clients resilient solutions that preserve and protect wealth creation through tax efficiency, safer money plan designs (with no losses in market downturns) and solutions that afford clients more peace of mind regarding their financial plans.
Believing strongly that the best solutions are the result of a “Team Approach”, we ensure the right team of financial advisors, lawyers, CPAs, real estate experts, wealth advisors, and other professionals integrated into sound resilient strategies to achieve real financial results. We view client’s financial strategies as if they were our own.
Beyond traditional assets as well, having owned a successful private real estate investment firm, we uniquely understand that opportunities exist in client real estate assets and how to create unique strategies to unlock additional wealth, including a deep expertise and long track record in land conservation and its associated opportunities and benefits.
The breadth of multi-discipline experience and independence allows us to advise clients with a focus on results without being trapped by traditional institutional or wall street bias.
Advisory Board Member
Affinity Partner and Design/Implementation Expert