Welcome to Vericrest Private Wealth
Low Cost | Full Service | Independent Advice
Clear guidance. Evidence-based investing. A disciplined approach designed around your goals. Vericrest Private Wealth is a fee-only financial advisor located in Bucks County, serving clients locally and across the country. We provide comprehensive investment management and financial planning for individuals, families, endowments, and trusts with $1,000,000 or more to invest.
Who We Serve
We partner with clients who value clarity, structure, and long-term decision making.
Individual investors and families
Endowments and charitable organizations
Trusts and multi-generational households
Our experienced team delivers full-service support with a thoughtful, research-driven process.
Our Approach
Vericrest derives its investment strategy from decades of academic research. Portfolios are generally constructed using passive index investments such as exchange-traded funds, with an emphasis on diversification, cost control, and tax efficiency.
Client assets are held with leading custodians you can trust, including Fidelity Investments and Charles Schwab.
William F. Davis, CFP®
He has completed the Financial Planning Program at The American College and holds the CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst™, and Accredited Portfolio Management Advisor™ designations, as well as the Series 65 Uniform Investment Advisor license.
Our Goals
Vericrest Private Wealth was formed with four guiding goals.
Conflict Free
Help align advisor and client interests through a fee-only model.
Grow Wealth
Help clients build and preserve wealth over time through disciplined investing.
Unbiased Advice
Provide recommendations grounded in evidence and free from product incentives.
Low Fees
Maintain advisory fees that are fair, transparent, and competitive.
Vericrest Principles
Our philosophy is rooted in clarity, discipline, and long-term thinking.
Asset allocation and diversification drive long-term results
Investment strategies supported by decades of research
Rebalancing to maintain intended risk and return profiles
Strong focus on tax-efficient investing
Fiduciary commitment to act in the client’s best interest
Ongoing attention to keeping investment costs low
Support for long-term perspective and consistent decision making
Collaborative guidance to help you pursue your goals with confidence
Financial Planning Services
Our financial planning services are designed to bring structure and confidence to your financial life. We integrate investment management with planning strategies tailored to your objectives, values, and circumstances.
Your money remains custodied with established institutions known for security and transparency, including Fidelity Investments and Charles Schwab.
How to Get Started
If you would like to explore whether Vericrest Private Wealth is a good fit, we invite you to schedule a no-cost initial meeting. We will learn more about your goals, answer questions about our investment philosophy, and explain how our services may support your needs. If you choose to move forward, our team will guide you through a smooth and thoughtful transition.
How to Get Started
If you would like to explore whether Vericrest Private Wealth is a good fit, we invite you to schedule a no-cost initial meeting. We will learn more about your goals, answer questions about our investment philosophy, and explain how our services may support your needs. If you choose to move forward, our team will guide you through a smooth and thoughtful transition.
