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.

Everyone wants financial success today, but real financial confidence is often the result of decisions made over a numbe...
08/27/2026

Everyone wants financial success today, but real financial confidence is often the result of decisions made over a number of years.

The most important financial question may not be, "Am I making the perfect decision right now?" but rather, "Will my future self be satisfied with the financial choices I'm making today?"

Will you be satisfied that you saved consistently? That you spent intentionally? That you stayed disciplined when markets were uncertain? That you focused on long-term goals rather than short-term distractions?

Financial success is rarely built through one big decision. More often, it is the result of hundreds of small, consistent decisions repeated over time.

While short-term outcomes are difficult to predict, the behaviors that contribute to long-term financial success are much easier to control:
• Living below your means
• Saving consistently
• Investing with discipline
• Avoiding emotional decisions
• Staying focused on what matters most

Long-term financial satisfaction is often found on the other side of good habits, sound decisions, and patience. Therefore, the greatest power in financial decision making is not timing. It's the compounding effect of disciplined actions repeated over time.

Please see my practice's website for more information - www.VerityWealthAdvisoryGroup.com

Have you answered these five foundational questions related to goal achievement?
08/21/2026

Have you answered these five foundational questions related to goal achievement?

Build a meaningful career helping clients achieve their personal vision of financial independenceVerityWealth Advisory G...
08/19/2026

Build a meaningful career helping clients achieve their personal vision of financial independence

VerityWealth Advisory Group is seeking an ambitious, client-focused professional to join our team as a Financial Advisor.

This is more than a traditional advisory role… it is an opportunity to work alongside experienced financial planning & wealth management professionals, deepen your expertise in comprehensive financial planning, contribute to a high-touch client experience, and build a rewarding long-term career helping clients achieve financial independence.

The ideal candidate is intellectually curious, highly organized, driven to learn, and passionate about helping others make informed financial decisions. This individual enjoys both client interaction and behind-the-scenes planning work, understands the importance of attention to detail, and seeks long-term professional growth.

About VerityWealth Advisory Group:
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. That’s why our approach is focused on our client’s goals, concerns, and vision for the future. We believe that our role is to use the vehicle of financial planning to help our clients align their financial decisions with their values, aspirations and long-term vision. And our goal is to provide our clients with high-quality advice that empowers them to make educated and informed decisions that will lead to financial independence and fulfillment. Our team strives to deliver a personalized and exceptional client experience while maintaining the highest standards of professionalism, ethics, and regulatory compliance.

Our approach incorporates:
• Comprehensive financial planning in the 7 planning areas as defined by the CFP Board
• Evidence-based investment management philosophy
• Strategic asset allocation and systematic rebalancing framework
• Tax-efficient financial planning and wealth management strategies
• Retirement and legacy planning specialties
• A commitment to acting in our clients' best interests

To express interest and to request a complete copy of the position posting, please connect with Jennifer DeHart at 574-273-8680 or by email at [email protected].

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

Address

202 S. Michigan Street
South Bend, IN
46601

Opening Hours

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

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