Verita Wealth Advisory Group

Verita Wealth Advisory Group

 
 
 
 
 
 
 
 
 
 
 
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Finance & Insurance >> Financial

Verita Wealth Advisory Group

12330 Tamiami Trail E. Suite 101
Naples, FL 34113 | map | directions
Anthony Leopizzi Anthony Leopizzi
(844) 997-PLAN (7526) | fax: (914) 997-7527
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How will you be brilliant? We can help. We’re not only in the business of helping you pursue your wealth. We’re also in the business of helping you grow your financial confidence in the future. We’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straight forward conversation about your financial goals. As a private wealth advisory practice of Ameriprise Financial, we have extensive experience helping affluent clients with their goals to preserve and grow their assets. Our numerous qualifications and credentials are a testament to our professionalism, and we’ll work with an established network of expert resources to help you live the life you’ve earned. We have been helping clients for 26 years through downturns, recessions, and recoveries. In today’s complex financial world, we will provide a steady voice, a listening ear and a clear vision of financial opportunities and pitfalls. Through an ongoing financial planning relationship, we will tailor solutions for your specific needs. When you have the right advisor, life can be brilliant. Areas of Focus: •Retirement Planning Strategies •Wealth Preservation •Investments •Estate and Intergenerational Planning Strategies •Employee Stock Options •Insurance Ameriprise Financial cannot guarantee future financial results.Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax or legal issues. Ameriprise Financial Services, Inc., Member FINRA and SIPC. 869118ACMR0314
Member Since: 2019
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 (Date: 6/28/2022)