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Verity Wealth Partners profile image
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Verity Wealth Partners

At VERITY Wealth Partners, we work with individuals and families to purposefully structure their financial pictures. So what exactly does that mean? It means not only planning around your responsibilities and lifestyle needs but nurturing the things that make your life meaningful. Working one-on-one with you, we’ll create a custom roadmap to grow and preserve your wealth—while accelerating your path to a financially independent lifestyle. We handle the investing too. Verity will construct a portfolio based on your timeline, risk tolerance, and goals. For qualified investors, we also offer access to private asset classes ranging from private equity and real estate to private credit. These investments may offer non-market-correlated returns and different risk profiles.

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Hear from
a professional

What kind of accounting services do you provide?

I am not an accountant or CPA, I'm a Certified Financial Planner Professional™.
I partner with a full service accounting firm that supports financial planners and investment professionals with full-service accounting. They can handle simple 1040 filings and complex returns for multiple businesses and personal returns. Great tax advice is comprehensive in nature led by a team of experts.

Why is it so important for businesses to hire a great accountant?

Hiring anyone to help you understand your finances better is a win for everyone. Your financial team can provide advice to help you pay less in taxes and keep more of what you earn when they understand your entire financial picture and how it all fits together.

What do you love most about your job?

I love the people and relationships we form. When someone works with me and my team, we're often discussing aspects of life that are seldom shared with others, no matter how close. This is rare-air and a part of why I love what I get to do every day!
I work with individuals, couples, and families to create confidence and peace of mind in their financial lives through strategic planning. I consider it both a privilege and rare opportunity to get to know my clients on a personal level—and witness as they live out their deepest held values and aspirations.

What inspired you to start your own business?

I wanted to have more influence on how my clients were treated regardless of the number of assets we managed. I think financial planning is something EVERYONE needs and shouldn't be exclusive to the wealthy minority. I wanted to be able to work with clients no matter where they were located and have the right tools to serve them virtually.
Here's some more on my background: I transitioned into financial services at a Detroit-area hedge fund where I wore a number of hats as controller, COO and compliance liaison. After this, I held roles as a chief operating officer at another registered investment advisor serving ultra-high-net-worth families and institutions. Prior to starting Verity Wealth Partners, I was an advisor at a Detroit-Metro registered investment advisory firm for four years. My desire to spend more time with my family, engage clients on a deeper level, and make a greater impact in the city of Detroit led me to found Verity Wealth Partners in February 2020. If I'd known everything that was about to happen that year, I may have made a different choice. However, I'm glad what was about to unfold was still a mystery - it allowed me to take the leap and I've never been more fulfilled in my professional life.

Why should our clients choose you?

You're going to have a great experience, get a crazy amount of value from our planning process and likely will have more assets in less time if you work with me.
But here are a few other reasons:
1. I'm a CFP® Professional: As a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, I meet the highest standard of financial planning education, training and ethics.
2. Both the firm, and I as a CFP® Professional are fiduciaries: Our fees are straightforward, and we don’t earn commissions on the advice we provide. In fact, being a fiduciary means our recommendations are legally required to be in your best interest.
3. We take a life-centered approach to planning: Learning your story and what matters to you is at the core of our process. In this way, we craft personalized strategies tailored to your situation and what you aspire to achieve.

Can you provide your services online or remotely? If so, please add details.

Absolutely - founded in February of 2020, we have all the tools needed to meet virtually and provide comprehensive account reporting including real-time performance via our client portal.

What changes have you made to keep your customers safe from Covid-19?

Due to our early 2020 founding, we have been in Covid-19 protocol since inception. We generally meet virtually in order to keep our clients safe and have designed our standards for in-office meetings (when requested) to adhere to the CDC guidelines for social distancing.

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Reviews

4.95/5.00

based on 324 reviews

The average rating for Bark Accountants in Detroit is 4.95, based on 324 reviews.

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