Who We Are

At The Verity Group, we are dedicated to cultivating exceptional client relationships. Understanding the unique nature of each of our clients' history, circumstances and goals is key to our mission. We not only guide them through life's significant events and transitions, we form deep and broad based alliances, often serving multi-generations of families. The basis of these relationships is trust, a byproduct of the loyalty and confidence we have earned over time and reciprocate.

Our approach goes beyond numerical data in an effort to understand client needs and aspirations – for the present and future. By demystifying complex industry jargon, we help ensure that our clients possess a comprehensive understanding of the tailored strategies we craft for them, strategies that are adaptable to their changing circumstances.

Our practice focuses on helping corporate executives and high-net-worth individuals who hold significant amounts of company stock. When someone’s wealth is concentrated in one stock—especially restricted or control shares—it can be difficult to diversify because of tax consequences and regulatory restrictions.

Through Oppenheimer’s Corporate & Executive Services Group, we provide specialized strategies to help executives manage those positions. That can include structured selling programs such as 10b5-1 trading plans, liquidity solutions like margin lending, or facilitating compliant sales of restricted shares.

The goal is to help executives protect their wealth, diversify their portfolios, and make thoughtful financial decisions around their company stock.

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