Low Cost | Full Service | Independent Advice
Vericrest Private Wealth is a fee-only financial advisor located in Bucks County, Pennsylvania serving the local area and beyond.
We offer complete investment management and financial planning services. Vericrest derives its investment strategy from many decades of academic research and generally constructs portfolios with passive indexes like exchange-traded funds (ETFs). Client accounts are held at either Fidelity or Schwab.
We have pioneered and promoted a full service at low fees since 2010. Our experienced team offers full-service support to individual investors, families, endowments, and trusts with $1,000,000 or more to invest.
Help eliminate conflicts between advisor and client
Help our clients grow wealth over time
Provide recommendations that are impartial
Lowest and fairest advisory fees as possible
We believe asset allocation and diversification are the main drivers of long-term performance.
We derive an investment strategy that is supported by decades of evidence-based research.
We rebalance as needed to maintain your risk and return profile.
We are proponents of tax-efficient investing.
We are fiduciaries - we act in the best interest of the client.
We strive to keep your investment expenses low.
We help you maintain a long-term perspective and a disciplined approach.
We stay independent so there are no conflicts.
We support and work with you to help you achieve your goals.
If you’d like to see whether Vericrest Private Wealth is a good fit for you, contact us today to schedule a no-cost initial meeting. We will be happy to learn more about your financial goals and answer any questions you have about our services and investment philosophy and how these might serve your needs. If you decide to become a client, the Vericrest team will help make the transition as smooth as possible.
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