Vericrest Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vericrest provides investment management and financial planning to individuals (including high-net-worth clients) and to institutional clients such as retirement plans. The firm is fee-only, manages approximately $137.8 million primarily on a discretionary basis, and typically builds diversified portfolios using exchange-traded funds.
Its investment philosophy emphasizes asset allocation as the primary driver of long-term returns and favors low-cost, low-turnover, globally diversified ETF-based portfolios; the firm also uses third‑party sub-advisors to assist in portfolio implementation and performs ongoing account monitoring. Vericrest offers a wrap fee program and discloses that clients may incur borrowing or margin interest in their accounts, with such costs borne by the client.
Vericrest is distinctive among peers for its involvement with private pooled funds managed by an affiliated advisor — including the Advest Short Duration Real Estate Fund I and the Advest Residential Construction Fund I — which it may recommend to qualified clients on a non-discretionary basis. The combination of sponsoring a wrap fee program, recommending affiliated private funds (with disclosed conflicts), and permitting borrowing in client accounts is relatively uncommon for firms in this support category and may be relevant for prospective clients assessing conflicts and potential costs.
Client services
Expertise
Fee options
Stand-alone fixed fee for financial planning services (negotiable).
$1,000,000 - $3,000,000: 1.25% $3,000,001 - $7,000,000: 1.00% $7,000,001+: 0.85%
Generally $300 per hour for stand-alone financial planning and consulting services.
Account minimum: $1,000,000 Fee-only: Fee-only firm; does not accept commissions or performance-based fees.
Main office
41 University Drive, Suite 400
Newtown PA 18940
Advisors at this office
2
Most active in
Florida · New Jersey · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Griffin H
Series 65
Newtown, PA
Vericrest Private Wealth, LLC
Griffin Haviken is a financial advisor with Vericrest Private Wealth, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He worked at Towercrest Capital Management for 12 years before joining Vericrest in 2021. Haviken is a managing member of the Advest Short Duration Real Estate Fund, where he evaluates and manages real estate investments. Vericrest Private Wealth provides investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans. The firm emphasizes asset allocation through diversified, low-cost ETF portfolios and also recommends affiliated private pooled funds to qualified clients.
William D
CFP®, Series 63, Series 66
Newtown, PA
Vericrest Private Wealth, LLC
William Davis is a CFP® with 13 years of experience currently serving at Vericrest Private Wealth, LLC. His prior roles include positions at Ameriprise Financial Services and Prism Advisory Group, as well as a 16-year tenure at Temple University. He serves on multiple nonprofit boards, including the Lower Bucks County Chamber of Commerce and the Going Beyond Assistance Fund, and also works as an adjunct instructor teaching financial planning. Vericrest Private Wealth provides investment management and financial planning to individuals, including high-net-worth clients, and institutional clients such as retirement plans. The firm emphasizes asset allocation with globally diversified, low-cost ETF-based portfolios and utilizes third-party sub-advisors while managing approximately $137.8 million primarily on a discretionary basis.
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