Read Citywire RIA featuring Leo Kelly as CEO “Cover Star”

Watch or Read Q12019 Market Commentary

One of our greatest investments is our people. We encourage you to meet our talented Team.

To ensure the preservation and growth of our clients’ financial assets and their family heritage.

We share our team’s market observations and insights on current market and world economic conditions.

Independence is a key factor in providing clients a customized solution.

Verdence (VERITAS + Independence) stands for true independence.

Our team approach delivers a truly authentic experience.