VerityWealth Advisory Group

VerityWealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC That’s why our approach is focused on you – your goals, and your vision for the future.

At VerityWealth Advisory Group, we believe true wealth is about more than money, it’s about purpose, values, and living the life that reflects what matters most to you. We recognize that “true wealth” is personal and means something different to every individual and family. We believe that our role is to use the vehicle of financial planning to help you align your financial decisions with your val

ues, long-term vision. And our goal is to provide you with high-quality advice that empowers you to make informed decisions that will lead to financial independence. We believe that achievement and success are not one-time events. They are created by small consistent actions implemented over time. We also believe that consistent actions aligned with “what you want for yourself” is what will create a more confident and comfortable financial future. We provide a personalized and comprehensive approach to financial planning and offer experience in Goal Based Advice, Investment Portfolio Management, Tax Planning, Retirement Planning, Distribution Planning, Wealth Preservation and Estate Planning Strategies. And with our experience in the securities industry and passion for serving clients, we can help you plan for and maintain the rewarding life you’ve created. Please call today and determine if we can help you feel more confident about your financial future. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Explore how biological instinct drives market cycles and what this might mean for future market performance.
06/02/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

Join us in celebrating Scott Smith, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratula...
04/13/2026

Join us in celebrating Scott Smith, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratulations, Scott!
All of us at VerityWealth Advisory Group share your commitment to building genuine relationships with our clients and providing them with the highest quality financial advice and the highest quality client experience.
And thank you to all of our loyal clients – we are honored to play this role in your lives.

https://bit.ly/4231ij7

02/04/2026

Happy to share the most recent episode of Ameriprise Talks, where Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead.
Enjoy... and as always, please reach out if you'd like to discuss how this information may impact your personal financial situation.

Please help me congratulate this fantastic team!!! I’m proud to announce that Forbes has included VerityWealth Advisory ...
01/22/2026

Please help me congratulate this fantastic team!!!

I’m proud to announce that Forbes has included VerityWealth Advisory Group on their 2026 Best-in-State Wealth Management Teams list.
https://bit.ly/4pVinVT

What an incredible honor – one that recognizes our entire team’s commitment to providing financial advice that helps our clients focus on their goals and helps them take steps toward goal achievement in a consistent manner over time.

Thank you to my extraordinary team and clients. You all inspire me each and every day.

Grow your financial confidence with the help of VerityWealth Advisory Group. Learn how our team operates as part of the community in South Bend, IN

01/02/2026

Cheers to a bright and bold 2026! May the new year bring fresh opportunities, memorable moments, and all the success you’ve been working toward. Wishing you joy, health, and a fantastic year ahead!

12/20/2025

Warm Holiday Wishes from VerityWealth Advisory Group.

As the holiday season approaches, all of us at VerityWealth Advisory Group extend our heartfelt wishes to you and your loved ones for a joyful Christmas and a prosperous New Year.

To give our team time to rest and celebrate with family and friends, we will be observing modified office hours during the 2025 holiday season.

Holiday Office Schedule:
- Closed: Monday, December 22nd through Friday, December 26th
- Open: Monday, December 29th | 8:30 AM – 5:00 PM
- Open: Tuesday, December 30th | 8:30 AM – 5:00 PM
- Closed: Wednesday, December 31st
- Closed: Thursday, January 1st
- Open: Friday, January 2nd | 8:30 AM – 5:00 PM
- Normal hours resume: Monday, January 5th

Thank you to our clients for the opportunity to serve you. We’re grateful to be part of your financial journey and look forward to a successful 2026 together.

This Thanksgiving, I’m reflecting on the incredible people I get to work with every day—clients, colleagues, and partner...
11/26/2025

This Thanksgiving, I’m reflecting on the incredible people I get to work with every day—clients, colleagues, and partners who inspire me to do my best.
I'm grateful for your trust and collaboration!
Wishing you and your families a holiday filled with joy, gratitude, and connection.
Happy Thanksgiving! 🦃🍁

09/25/2025

Ameriprise Financial Chief Market Strategist Anthony Saglimbene highlights how the “fear of missing out” (FOMO) can influence investor behavior and potentially disrupt market dynamics.

At VerityWealth Advisory Group, we help our clients stay grounded by employing a disciplined approach rooted in strategic asset allocation and systematic rebalancing. This proven philosophy is designed to keep portfolios aligned with long-term financial goals—regardless of short-term market sentiment.

Here's to hoping you took another step this week toward achieving your financial goals.
09/12/2025

Here's to hoping you took another step this week toward achieving your financial goals.

Grateful to be able to spend 90 minutes this afternoon with a group of business leaders, the South Bend Regional Chamber...
08/06/2025

Grateful to be able to spend 90 minutes this afternoon with a group of business leaders, the South Bend Regional Chamber staff, and Congressman Rudy Yakym for a Roundtable Discussion. It was good to hear from our Representative in the U.S Congress and to get his perspective on a number of topics.. . And his optimism for the future was articulate and appreciated. Many thanks to the South Bend Regional Chamber for organizing the event.

Address

205 West Jefferson Boulevard
South Bend, IN
46601

Opening Hours

Monday 8:30am - 6:30pm
Tuesday 8:30am - 6:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

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