Prior to starting Verity Wealth Partners in February 2020, Will spent 15+ years in the financial services industry serving clients through public accounting, private investments (at a hedge fund) and public market investments through other registered investment advisors. In February 2020 (prior to the pandemic months to come), Will left the safe confines of a firm he very much enjoyed working at and respects to start Verity Wealth Partners. He sought to engage with individuals and families at a deeper level when managing their wealth.

As of September 2016, Will met the education, exam, experience, and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.

Would you trust a doctor who gave you a prescription, diagnosis, or surgery recommendation before a full examination? Recommending investments without analyzing your full financial situation would be just as unwise. For this reason, we believe financial planning and investing must be interconnected. 

Financial planning is an ongoing process of setting goals, organizing your finances, developing solutions, regularly reviewing progress, and making adjustments as circumstances shift. Life is full of ebbs and flows, and the markets are always moving. In a constantly evolving world, these changes must be reflected in both your investments and overall strategy. 

We know that our services aren’t meant for everyone. Because there are many technological capabilities available today, many people could create a financial plan and investment strategy on their own. However, the time, energy and expertise necessary to do so are not readily available to most. With rapid market changes, tax and legal conditions to consider, it is better in many cases to consult the advice of a professional.

Comprehensive financial planning is full of complexities that are made even more complicated by our behaviors. As your advisor, we will provide you with accountability to help you remain on track and keep you from making potentially catastrophic decisions. With a tailored approach, we’ll act as your financial guide as we lead you through your long-term journey. 

The size and independence of our firm are two of our greatest strengths. They allow us the opportunity to provide tailored advice and personalized investment management to our clients. With a boutique firm, you’ll receive strategies and recommendations that are unbiased and truly in your best interest. Without commissions or sales programs, we strive to provide advice that we would take ourselves. 

And further, working with us means you are known. We get to know who you are, what matters to you, and what your situation is. There’s no need to re-explain your situation because you’ll never be handed off to multiple people. We are committed, constant and personally here for you in an ever-changing world.

It’s impossible to predict the future, which is why we choose to partner with our clients to design a portfolio that instead reflects their interests. From risk tolerance and time horizon to investment objectives and financial planning goals, we’ll determine where you are now and what you’d like to achieve from your portfolio. 

Markets are simply unpredictable, so instead of attempting to beat them we work with you to cope with volatility and feel confident in your investment plan. 

Verity Wealth Partners acts as a fiduciary in all aspects of planning and client relationships. We take this standard seriously and with the designation of CERTIFIED FINANCIAL PLANNER™, Will upholds a personal and professional code of ethics when working with clients. Our commitment is to acting with integrity and in a manner that is in the best interest of our clients—at all times. 

Being a fiduciary means placing your interests above our own. And, while this may sound obvious, not all advisors are required to do so. For example, commission-based financial advisors and stockbrokers are held to a different standard than those of us who are fiduciaries. We do not receive outside commissions or payments, aiding in the opportunity to provide impartial and honest advice. 

Never.

Simply put, we work well with kind people. We believe that life is too short to work with individuals who maintain a negative outlook, which is why our clientele is largely made up of those who are kind.

If you are someone who is willing to work hard to create, preserve and transfer your wealth to the next generation, we invite you to connect with us. Our team looks forward to partnering in your wealth journey.

The 2020 pandemic has proven that the ability to connect in a highly engaged way is not only possible but enjoyable—no matter where you are in the country. Located in Detroit, we provide services to clients throughout the greater metro area and across the United States. If your situation requires in-person connection due to the complexity of your situation, we are willing to travel to accommodate a more personal and deeper client experience.

With a fee-only approach to financial planning, we’re able to work with anyone, regardless of account size. Our fees are charged based on the complexity of your circumstances and tailored to meet your long-term needs. We truly value transparency and while we have yet to connect with someone who valued our services and could not afford them, you can feel confident that we will discuss fee details in depth.  

Our goal is not to persuade you to leave a beneficial advisor relationship. If you’re currently working with a fiduciary, then you’re likely in good hands. However, second opinions can be invaluable and we’re happy to offer our perspective surrounding your financial situation. If we discover something that could be better optimized, we will share it with you to either take back to your current advisor or allow us to address it for you.