A private wealth advisory practice of Ameriprise Financial Services, LLC
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06/23/2026
Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.
06/21/2026
Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.
06/18/2026
Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.
What does a 30+ year relationship with a financial advisor actually look like?
For Marguerite and Mitchell, it meant having someone in their corner through everything.
• Building a business
• Raising kids
• Making big decisions
• And navigating unexpected challenges along the way
It wasn’t just about one moment or one plan. It was about having guidance over time.
That’s what allowed them to move into retirement feeling confident, comfortable, and focused on enjoying life together.
Traveling. Spending time with friends. Keeping things simple.
That kind of outcome doesn’t happen overnight. It’s built over years of working with the right team.
Watch their story. And if you’re thinking long term about your own plan, let’s connect.
Client testimonials are provided to Anthony Leopizzi, Private Wealth Advisor.
This testimonial was provided by a client of Ameriprise Financial Services, LLC, and is unpaid. The experience highlighted may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different financial advisors over time.
Ameriprise Financial cannot guarantee future financial results. Client experiences may vary.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
For more information about our practice, please visit https://bit.ly/4eh3tH0
8814338ACMR0426
06/17/2026
What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.
06/16/2026
Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.
06/16/2026
If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.
The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.
Choosing a financial advisor is about more than credentials or performance. It’s about who you trust, how they work together, and whether they’ll still be there as life changes.
This video is an introduction to who we are at Verita Wealth Advisory Group.
You’ll meet the four advisors who work directly with clients and get a sense of the team-based approach behind every relationship.
We work with families in different stages of life, often across multiple generations, helping them think through retirement, legacy, and everything in between.
What sets our team apart is coordination. Planning that looks beyond investments. A structure designed so nothing falls through the cracks. And real people who know you, answer the phone, and walk with you through both milestones and difficult transitions.
If you’re curious about what it’s like to work with a firm built around relationships, not transactions, connect with us.
For more information about our practice, please visit https://bit.ly/4vEPsIO
8768023ACMR0226
06/09/2026
Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |