Verity Wealth Advisors, LLC

Verity Wealth Advisors serves primarily individual clients, including high-net-worth and non‑HNW households, and also works with a limited number of entities such as retirement plans and trust accounts. The firm provides discretionary portfolio management, comprehensive financial planning, ad‑hoc hourly consulting, and a privates‑tracking service for client investments that Verity does not directly manage.

Investment programs are tailored to each client’s role in their overall financial picture, tolerance for risk, and return objectives, with target asset allocations implemented largely through index or index‑like securities and periodic rebalancing; the firm emphasizes fixed‑income allocations as a buffer against principal volatility. Verity previously used Schwab’s Institutional Intelligent Portfolios for a subset of accounts through 2024 but now manages affected accounts on its traditional discretionary platform and does not currently offer automated advisory programs.

Distinctive features include a relatively large asset base (about $279 million) overseen by a two‑advisor team with a small client roster, and the firm operates multiple offices despite its compact advisory headcount. Verity also provides dedicated privates‑tracking services, maintains sub‑advisory arrangements for municipal bond management, and directs clients to custody at a single institutional custodian while sending proxy materials directly to clients rather than voting proxies on their behalf.