Who We Are

Expanding What’s Possible

We are a team of planning and investment professionals who help you expand what is possible so that you can focus on what matters most.

Ask about the dog.

We lead with listening, so we can fully understand your life priorities.

Our Focus: You

  • Our planning process takes a holistic approach, incorporating visioning, annual life assessments, goal setting and planning, as well as ongoing coaching, to help ensure we’re addressing your highest priorities.
  • We explain our investment strategy in a straight forward way so it makes sense to you: what it is, why it works and how it can work for you.
  • Building your investment portfolio with financial directives that support your life direction, we measure success by the difference we make in your life.

Meet the team.

The team’s combined resume includes earned degrees from Harvard Business School, Texas A&M, The Citadel, the Universities of Virginia and North Carolina (Chapel Hill), Clemson, Wake Forest, and Duke. Team members have held leading investment strategy positions at major firms including JP Morgan Chase, Goldman Sachs, UBS, Icon Investors, and Bank One Trust Company. Their experience and academic pedigree are also accompanied by credentials such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Juris Doctor (J.D.), and Certified Investment Management Analyst (CIMA). Click to learn more about each team member.
Verity Investment Partners is proud to serve high net worth investors nationwide.