Verita Wealth Advisory Group

Verita Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

It was fantastic to connect with our valued clients at our recent event in Miami, FL! The energy in the room was electri...
06/05/2026

It was fantastic to connect with our valued clients at our recent event in Miami, FL! The energy in the room was electric and we're so grateful for the opportunity to build stronger relationships!

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
05/30/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
05/29/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/28/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

05/27/2026

Retirement wasn’t just about stopping work for Bruce and Francine. It was about getting their life back.

After years of long hours and stress, they weren’t sure what their future would look like or when stepping away would even be possible.

Working with Verita Wealth Advisory Group changed that.

With a clear plan and the right guidance, they were able to retire comfortably and start focusing on what actually matters.

• Time together
• Family
• Travel
• The freedom to choose how they spend their days

That’s the real outcome.

Not just retirement, but a completely different way of living.
Watch their story. And if you’re wondering what your next chapter could look like, let’s connect.
Client testimonials are provided to Anthony Leopizzi, Private Wealth Advisor.
This testimonial was provided by a client of Ameriprise Financial Services, LLC, and is unpaid. The experience highlighted may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different financial advisors over time.

Ameriprise Financial cannot guarantee future financial results. Client experiences may vary.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

For more information about our practice, please visit https://bit.ly/4fgEuo9

8814258ACMR0326

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

Address

12330 Tamiami Tr. E #101-A
Naples, FL
34113

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19149977526

Website

Alerts

Be the first to know and let us send you an email when Verita Wealth Advisory Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category