Paladin Research Report For:

William F. Davis

Vericrest Private Wealth LLC

41 University Drive, Suite 400
Newtown, PA 18940

About William F. Davis

Vericrest Private Wealth is an independent, fee-only financial advisor located in Bucks County, Pennsylvania serving the local area and beyond.

We offer complete investment management and financial planning services. Vericrest derives its investment strategy from many decades of academic research and generally constructs portfolios with passive indexes like exchange-traded funds (ETFs).

We are a fiduciary financial advisor firm and as such we follow the highest possible standard of care in our treatment of our clients. Every client receives a financial plan that is used as the financial "road map" to help guide recommendations on taxes, retirement, estate matters, cashflow and investments. Financial planning services are included in the management fee.

See Disclosures

General Information

No. of Employees
  • 2-4


Qualifications & Membership

Firm Information

Compensation and Fees


Bachelor's Degree -
  • La Salle University
    09/1992 -05/1996
Master's Degree -
  • Temple University
    8/2008 -1/2000
Financial Planning and Services -
  • The American College of Financial Services
    05/2012 -09/2013
  • CFP Board of Standards
    05/2012 -09/2013

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures


Vericrest Private Wealth LLC ("Vericrest") is an SEC registered investment advisory firm. The information provided herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or investment advisory service. Past performance is no guarantee of future results, and there is no guarantee that future investments will be profitable. While we believe that third party information provided is accurate, Vericrest does not guarantee or otherwise warrant such information. For more information please contact Vericrest or refer to the Investment Adviser Public Disclosure website ( to review important disclosures about our firm.

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