We coordinate tax planning, wealth management, legal coordination, risk mitigation, and business advisory under one strategic roof — so your family's wealth is aligned today and prepared for tomorrow.
Every recommendation we make traces back to one of these. They're not slogans — they're the standard you can hold us to.
We are required to act in your best interest at all times. Not most of the time. All of the time.
We aren't tied to any company, fund, or product line. We choose what fits your situation — full stop.
We work alongside your CPA, attorney, and other professionals — or assemble the team for you.
Loyalty, transparency, and accountability across generations. The relationship outlasts any single transaction.
We don't sell products. We diagnose, repair, and prepare a roadmap. Think of us as the auto mechanic, not the auto salesperson.
Veracity Advisers was founded by Michael Simms and Adam Jorgensen on a simple observation: the families they served had the right professionals — a financial advisor, a CPA, an estate attorney, an insurance agent — but those professionals rarely spoke to each other. The result was avoidable tax bills, gaps in estate plans, and decisions made in isolation that affected the whole picture.
Veracity exists to fix the coordination problem. One team. One coordinated strategy. One client at the center of it.
Three decades and hundreds of client relationships later, Veracity has grown into a fractional family office: tax planning, wealth management, legal coordination, risk mitigation, and business advisory — operated as a single, integrated team. Same fiduciary standard a single-family office gets, without the eight-figure threshold.
It's how we conduct every relationship — and the standard we ask clients to meet us at.
We co-plan with you. We explain the why behind every recommendation, supported by a national team of specialists — so you make confident decisions, not blind ones.
Coast-to-coast specialists in estate planning, business sales, complex tax, trusts, and intergenerational wealth transfer. Custodians include Schwab, SEI, RBC, and Interactive Brokers.
Transparency, both ways. We'll be honest with you. We ask the same in return. Our model isn't a fit for everyone — and we're upfront about that.
A Citadel graduate with three decades of advisory work in South Florida. Michael heads the Palm Beach Gardens Five Star Magnet business advisory board, organizes the Arty Faulk Golf Classic, and co-created the Honda Classic Military Appreciation. Combining native idealism with a results-insistent approach, he is driven to provide comprehensive financial strategies for every client.
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Indiana University alumnus and LUTCF designee. Calm, even-handed, and exacting in execution — Adam is the partner who makes sure strategies get implemented, not just designed. His passion manifests in tireless work ethic, persistence to ensure executed strategies, and knowledge to pursue individualized solutions.
Connect on LinkedInA 30-minute conversation is all it takes to see where coordination is costing you — and what a unified strategy could do instead.
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