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For Bruce and Francine, the goal wasn’t just retirement. It was getting their life back.
When they began working with Anthony and the Verita Wealth Advisory Group team, that started to change.
Choosing a financial advisor is about more than performance or products. It’s about trust, coordination, and knowing someone is looking at the full picture.
Marguerite and Mitchell’s relationship with Verita Wealth Advisory Group spans more than three decades. And when unexpected challenges came up, they had someone they trusted to help them navigate through it.
Deciding when to begin Social Security is one of the most important income decisions many people make in retirement.
While that question is important, Anthony Leopizzi believes it’s only part of the picture. In this video, he shares a perspective that comes from decades of working with clients.
In this video, Private Wealth Advisor Anthony Leopizzi explains how integrating tax planning into a broader financial strategy can help reduce surprises.
In this video, I share the real reason I became a financial Advisor, and why I care so deeply about helping families make informed financial decisions.
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