ATTENTION: high-income earners

Untax Your Wealth. Protect Your Legacy. Take Control.

Advanced, tax-efficient strategies for high-income earners, business owners, and legacy builders who are done settling for basic financial advice.

Built for Builders. Focused on Outcomes.

Vero Wealth is a boutique financial strategy firm built for high-income professionals, business owners, and entrepreneurs who are great at making money, but tired of seeing too much of it disappear.

You’ve built a life of success, but taxes, risk, and fragmented advice are draining your wealth and leaving your future uncertain. That’s where we come in.

At Vero, we don’t sell products. We design intelligent strategies that eliminate tax drag, minimize risk, and give you back control.

No more guesswork. No more one-size-fits-all advice. Just clarity, protection, and compounding growth built around you.

MEET THE FOUNDER & CEO

Hey, I'm Fred!

I work with high earners who already know how to generate income, but are ready to stop leaking it through outdated advice, tax drag, and unnecessary risk.

I built Vero Wealth for people like you: strategic thinkers who want clarity, not complexity… and real results, not financial noise.

Because wealth isn’t just about accumulation, it’s about ownership.

Untax your Wealth.

Grow smarter.

Protect your legacy.

Keep control.

Does this sound familiar?

You’re earning more than ever, but your tax bill keeps getting bigger.

You have advisors, but they’re not talking to each other, and you’re the one stuck in the middle.

Your financial plan feels like a patchwork of products, not a real strategy.

You’re not sure what’s protected, what’s at risk, or how it all ends.

Don't worry, we can help!

Our Process

Smart planning doesn’t have to be complicated. Here’s how we simplify it.

Step #1

Book Your Free

Strategy Call

We start with a strategy session to understand where you are, what’s missing, and what’s possible. No pressure. No jargon. Just clarity.

Step #2

Uncover Hidden Tax & Wealth Leaks

We analyze your current plan to uncover where you’re overpaying in taxes, exposed to risk, or missing strategic opportunities.

Step #3

Build Your Untaxable Wealth Strategy

You get a custom strategy designed around you, not Wall Street. Tax-efficient. Risk-controlled. Legacy-focused.

Ready to get started?

Frequently Asked Questions

Who do you typically work with?

We work with high-income professionals, business owners, and high-net-worth individuals who are successful at earning, but need better strategies for keeping and growing what they’ve built.

Our clients are often overpaying in taxes, exposed to unnecessary risk, or stuck in outdated financial models that don’t match their complexity.

What makes Vero Wealth different from traditional financial advisors?

Most financial advisors follow a product-first model, focus on market returns, and avoid talking about taxes.
We take a strategy-first approach, starting with tax efficiency, asset protection, and legacy planning.
Every plan is custom-built, coordinated, and designed to keep more of your wealth in your control, not Wall Street’s.

Do you only work with people in a certain income range?

Yes, our services are tailored to individuals earning $250K+ annually or with $1M+ in assets.
Why? Because the strategies we use are built for people with complex financial lives, who’ve outgrown cookie-cutter advice and want smarter, more advanced solutions.

Is this about buying insurance or investment products?

No. Our focus is strategy, not sales.
We build tax-efficient plans using tools like advanced insurance structures, tax arbitrage, and coordinated planning, but only when they serve the larger strategy.

You’re never sold a product. You’re guided through a tailored solution.

Do I need to fire my current CPA or financial advisor?

Not at all. In fact, we often work with your existing team to enhance your results.
But if you don’t have the right professionals in place, or they’re not communicating, we’ll bring in the right partners or help you build a better team.

What is the AMP Solution?

The AMP Solution is our proprietary planning process focused on:

Advanced tax strategies

Multi-layered protection

Predictable, compounding growth

It’s the foundation we use to help clients eliminate tax drag, reduce exposure, and build untaxable wealth that lasts for generations.

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The information presented here is not specific to any individual’s personal circumstances. It is intended to solely illustrate the application of financial strategies and products to meet client goals. Meeting identified financial needs or implementing suggested strategies may involve the purchase of a financial product. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.