Comprehensive Financial Services that Align with Your Lifestyle and Goals

We compile a record of your assets and liabilities into a centralized, easy-to-understand document. This first step lays the groundwork for in-depth real estate and investment analysis. Following the creation of this document, we’ll work with you to determine opportunities to grow your wealth.

Cash flow management is a vital measurement of where you are now, where you want to go, and the best way to get you there. We help you create strategies for systematic savings, debt paydown and refinancing. 

We work with our clients to create beneficial tax plans in conjunction with your tax professional.

In conjunction with your estate attorney, we work with you on creating wills, living wills, powers of attorney, living trusts, and irrevocable trusts. We also help you plan for unforeseen circumstances, as well as the proper distribution of inherited assets.

We will review your personal disability and current life insurance plan in terms of cost, coverage and appropriate ownership to ensure the coverage is in line with your goals—not the agent who sold it to you. We work with team members outside of Veery Capital who help us deliver an independent review of our clients’ current coverages.

Higher education Is more costly now than ever. We help you evaluate the best way to pay the cost of college, whether through college savings accounts or other assets. We also assist with withdrawing money from any accounts with Veery Capital (both college savings and other investment accounts) to pay the institution or other educational expenses.

We are available to help educate family members on investments, cash-flow planning, systematic savings and debt management. We offer our investment services to children of age with assets they have been gifted or accumulated at no cost if their account balance is below $250,000 and the child remains a part of your household. We will also assist in any estate planning issues or questions for immediate family members such as parents, siblings or others.