VERITA WEALTH ADVISORY GROUP

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Advisors

Anthony Leopizzi

Anthony Leopizzi

Private Wealth Advisor

Visit Anthony Leopizzi's website
Antonio Cannataro

Antonio Cannataro

Financial Advisor

Visit Antonio Cannataro's website
Jeremy Darstek

Jeremy Darstek

Financial Advisor

Visit Jeremy Darstek's website

Team

Edison Martinez

Edison Martinez

Paraplanner

Angela-Joy L. Cerrato

Angela-Joy L. Cerrato

Client Service Manager

Qualifications

  • MBA
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Claudia Bojaj

Claudia Bojaj

Client Service Coordinator

Qualifications

  • MS Ed.
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Fran Devito

Fran Devito

Operations Manager

Darcy S. Lam

Darcy S. Lam

Investment Specialist

Qualifications

  • MBA
  • CPA
  • CFP
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Robert D'Armiento

Robert D'Armiento

Intern