Kristine A Boelte and Associates

Verity Asset Management is a leading financial management firm based in Durham, NC, dedicated to maximizing the probability of their clients' financial success and well-being. With a focus on providing solutions in an ever-changing market, Verity offers wealth management services, financial guidance, and impartial retirement plan management solutions for employers. With a pioneering approach to thought in financial management, Verity works side by side with their clients to optimize portfolios and navigate the complexities of their financial world. Through their expertise and commitment to creating solutions, Verity Asset Management stands out as a trusted partner in helping individuals and employers achieve their financial goals.Generated from the website

Carawan Financial Partners OUR SERVICES Derek’s approach is based on your entire financial picture; your long-term financial health is his primary concern. And unlike many large Wall Street firms, he designs investment strategies with attention to detail—providing unique ideas and options specific to your individual situation.

Legacy Wealth Management Group, Inc. was founded for one simple reason; so that our team members can help families with their financial needs and to make genuine client service the core of every relationship. With more and more organizations trying to minimize the service they deliver to their customers, we have decided that we want to continue the traditional service model where there is time for face-to-face interactions and a desire to truly understand our client’s life.