A Commitment of Trust, Honesty, Accuracy and Competency.

Values Utilized to Build a Firm Financial Future.

Phone

715.598.8170

Proactive advisory services designed to ensure your family is protected from unforeseen events while mitigating wealth erosion estate-planningfrom inefficient estate structures.

Let Veracity Capital Management help protect you and your family. We provide clients with sophisticated advice regarding their estate structures, beginning with a thorough Estate Document Review.  We review your estate plan and discuss with you whether it is appropriate for your situation and goals. This includes Estate and Probate Settlement, Probate Avoidance Strategies, Estate Tax Strategies, and Generation Transfer Strategies. These proactive advisory services gives your family the opportunity for peace of mind.