Verity Wealth Partners

An innovative and experienced wealth management team dedicated to empowering clients by delivering personalized financial strategies, expert investment management, and thoughtful guidance tailored to your unique situation.

Personalized Guidance. High-Tech Precision. Human Insight.

Personalized Guidance.

High-Tech Precision.

Human Insight.

Supported by deep expertise and innovative technology, we help clients build lasting wealth and a meaningful life. Through tailored strategies, disciplined investment management, and insights rooted in market research and economic trends, we’ll build a financial roadmap that helps you thrive in every stage of life.

Areas of Expertise

Dynamic Financial Planning

We transform complexity into clarity, crafting dynamic financial strategies tailored to your goals and evolving with you through every stage of life.

Equity Compensation

We provide tailored guidance on company stock, the vesting process, and the tax implications of diversification.

Retirement Planning

We strategically convert your life’s savings into a reliable and sustainable income stream.

Tax Strategies

We leverage the most effective strategies to minimize your tax burden.

Areas of Expertise

Dynamic Financial Planning

We transform complexity into clarity, crafting dynamic financial strategies tailored to your goals and evolving with you through every stage of life.

Equity Compensation

We provide tailored guidance on company stock, the vesting process, and the tax implications of diversification.

Tax Strategies

We leverage the most effective strategies to minimize your tax burden.

Retirement Planning

We strategically convert your life’s savings into a reliable and sustainable income stream.

A team of trusted advisors: Committed to excellence and integrity

WHAT YOU GET: 

TRANSPARENT PRICING

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

Guiding Investment Principles

1. Stay Flexible, Not Predictive.

No one can predict the future — but we can plan for it.

Rather than guess what’s next, we build portfolios that can adjust as conditions change. By staying flexible, we help you stay on track — no matter what the market throws your way.

2. Real Risk Is Losing Money for Good

Volatility is normal. What matters is protecting your wealth.

We focus on keeping your money safe over the long run — not reacting to short-term swings. Our process helps avoid big mistakes by preparing for different market scenarios and risks.

3. Smart Diversification Wins

Holding more investments isn’t the goal — holding the right mix is

We build portfolios with a thoughtful balance of investments that behave differently in different environments. It’s not about being in everything — it’s about owning the right things at the right time.

4. Cycles Matter

Where we are in the market cycle helps us decide how much risk to take.

We don’t just look at what to invest in — we also consider the bigger picture. By paying attention to market cycles, valuations, and investor behavior, we aim to position you wisely for long-term success.

Case Studies

Our Team

Will Hullinger

Senior Vice President, Wealth Advisor

Geri Gaskell

Relationship Manager

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity

Ready to talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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