As the year draws to a close, it’s the perfect time to reflect on the impact of your charitable giving. ???? In the latest installment of our Veracity Capital Knowledge Series: Beyond Taxes, we explore ways to support causes you care about while maximizing tax efficiency. From cash donations to donor-advised funds and appreciated securities, discover strategies to make the most of your giving. Read more: https://lnkd.in/g-2M29bY #CharitableGiving #TaxEfficiency??
关于我们
At Veracity Capital, we seek truth, accuracy, and what is best for our clients. We provide a trusted point person who shapes a personalized financial solution for each Client that builds and protects their legacy. Our Advisors have an exceptional amount of technical expertise in wealth management and financial strategy. We understand the impact that it has on every aspect of each Client’s life, and we always lead with our Clients’ best interests in mind as we guide and provide clarity to financial planning. Our experienced Wealth Advisors provide you with guidance and services tailored to your lifestyle and legacy. Truth Builds Trust. To learn more about Veracity Capital, visit https://www.veracitycapital.com -- Advisory services offered through Veracity Capital, LLC, a registered investment advisor.
- 网站
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https://www.veracitycapital.com
Veracity Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Atlanta，Georgia
- 类型
- 私人持股
- 创立
- 2018
- 领域
- INVESTMENT MANAGEMENT、RISK MANAGEMENT、STRATEGIC WEALTH MANAGEMENT & FINANCIAL PLANNING、WEALTH MANAGEMENT、RETIREMENT PLANNING和FINANCIAL PLANNING
地点
Veracity Capital员工
动态
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Today we honor the bravery and sacrifice of all who have served. Your dedication and commitment to our country is deeply inspiring and appreciated. Happy Veterans Day! ???? #VeteransDay #ThankYouVeterans?
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Don’t let financial uncertainties haunt your dreams! At Veracity Capital, we help you carve out a future full of financial confidence. Whether it’s managing investments or planning ahead, we’re here to turn financial frights into peace of mind. ?? #Halloween #FinancialPlanning?
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Check out our latest Market Recap & Outlook, featuring key insights from Veracity Capital CEO Kevin Gray?and CFO Michael Mess. In this video, we explore three themes: ???The?Messy Middle (of inflation) ???Prepare, Not Predict ???Concentrated Consequences ? Join us as we dive into market valuations, corporate earnings, and more: https://bit.ly/3YB63ja
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As part of our Veracity Capital Knowledge Series: Beyond Taxes, we’re diving into why the Solo 401(k) can be a powerful retirement tool for self-employed individuals and small business owners with no employees. Discover five key advantages that could make this plan an ideal fit for your retirement strategy.?? ?? Read more here: https://lnkd.in/gdTKTmJh #RetirementPlanning #Solo401k #WealthManagement #FinancialKnowledge #SelfEmployed
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Our thoughts are with our clients, their families, and everyone in Florida and surrounding areas affected by the recent hurricanes. We are here to support you. Stay safe, stay strong. #FloridaStrong
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We’re excited to kick off the 'Veracity Capital Knowledge Series: Beyond Taxes' with six key steps you can take now for year-end tax and charitable planning. ?? Check it out: https://lnkd.in/gDgf3zMN #TaxStrategy #WealthBuilding #FinancialSuccess #YearEndTaxes
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?? With college just kicking off, make sure you and your child are prepared with the right tools! Amid the excitement of a new school year, it’s easy to get caught up in the rush of applications, housing, and meal plans. But don’t overlook one critical aspect: estate planning. ?? Read more on our blog to find out which tools should be on every parent’s checklist. #CollegePrep #EstatePlanning #ParentingTips
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Taking a moment this #LaborDay to recognize the dedication that drives our world forward. At Veracity Capital, we’re here to ensure your hard work leads to lasting financial security. Enjoy your day—you’ve earned it!
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???Q3 2024 Market Outlook??? Check out our latest insights with Veracity Capital CEO Kevin Gray and CFO Michael Mess. We dive into key themes like?The Messy Middle?(inflation),?Prepare, Not Predict, and?Concentrated Consequences. Discover how these themes guide our approach to resilient, high-yield investments. Watch now to see how we’re navigating the market and what’s ahead. #MarketOutlook #InvestmentStrategy
Veracity Capital Market Recap and Outlook Q3 2024
https://vimeo.com/