A complete list of active advisors currently associated with Vericrest Private Wealth, LLC

Warmer can help you find a great advisor at Vericrest Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Vericrest Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.