Everyone is Unique
With over 19 years’ experience as a financial and investment consultant it might seem surprising that the most significant thing I’ve learned is that “everyone is unique”. When it comes to planning your future there is no One-Size-Fits-All solution. As a Registered Fiduciary, I strive to provide unbiased, custom solutions that are designed solely with your best interests, unique goals and needs FIRST!
It all starts with developing a comprehensive financial plan that is unique to your needs, goals, and abilities. We want to know what is important to you - from your biggest concerns to your biggest dreams. Taking a team approach, I work on your behalf with CPAs, estate attorneys, and our in-house portfolio managers, to create solutions and implement strategies to bring your financial plan to fruition.
Our solutions and strategies:
- Investment Management
- Retirement & Income Planning
- Cash-Flow Analysis
- Tax Efficiency & Minimization
- Risk Management
- Estate Planning
- Wealth Transfer
- Charitable Giving
Adjusting to Life Changes
Though we all set out on a certain path, it is never a straight path. Forks present themselves from time to time and we must make decisions. It is the same way with your financial plan. We build your financial plan, implement strategies, and set the course. But sometimes life changes and we must adjust the plan and alter strategies and course. Regular reviews of your financial plan are essential to addressing those changes effectively and smoothly. The plan becomes a living document, changing with your priorities. Our end goal is to integrate your investment plan with your financial plan to help you achieve your personal aspirations and secure your financial future. Retirement dreams can come true.
Verity Asset Management’s corporate offices overlook the Durham Bulls ballpark in downtown Durham. Pete Klas, as a registered fiduciary and financial advisor at Verity, serves individuals, families and high-net-worth individuals. With his associate, Michael DeCamillis, they handle the financial needs and retirement plans of corporations, small businesses, schools, universities and non-profit groups.