About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Troy Huber

Founder

Email Address

[email protected]

Phone Number

(312) 602-0226

Troy Huber is the founder of Veritas Crest Wealth, an enterprise built on a simple and enduring promise: Truth. Legacy. Trust. The name embodies that promise. Veritas, Latin for "truth," reflects Troy's commitment to honest, transparent counsel in every client relationship. Crest evokes the family crest—a timeless symbol of heritage, identity, and the duty to shield what generations have built. Together, they capture Troy's vision for the enterprise: to safeguard each family's legacy and earn their trust through advice that is genuinely independent and deeply personal. Troy founded Veritas Crest Wealth to help high-net-worth individuals, families, and business owners manage their wealth with purpose and care.

Troy brings more than 15 years of experience to his clients, including a distinguished tenure as a Private Client Advisor with Bank of America Private Bank in Chicago, Illinois. There, he provided tailored advice and guidance to high-net-worth individuals and families, helping them streamline and manage their wealth across generations. Thorough and analytical, Troy gives clients the information they need to make informed decisions about their financial lives and legacies.

Troy's background has given him in-depth insight into the needs of multigenerational business owners and entrepreneurs. He is particularly skilled in helping clients clarify the intersection of their personal and corporate balance sheets so they can deploy their capital more effectively. An experienced team leader, Troy works in concert with specialists to uncover efficiencies in investments, credit, and beyond. His integrity and transparency testify to his commitment to each client's long-term well-being.

Troy joined Bank of America in 2011. Prior to the Private Bank (formerly U.S. Trust), he worked in the Commercial Banking Department, where he led a team responsible for credit, treasury management, rates and derivatives, and other corporate banking products—experience and relationships he continues to draw on for his clients today. Earlier in his career, he held positions with American Honda Motor Company, American Honda Finance, and Ford Motor Credit Company. He earned his Bachelor of Science in Finance and Banking from the University of Alabama.

Troy lives in Libertyville, Illinois, with his wife, Megan, and their four children. He and his family are active members of First Presbyterian Church of Libertyville. In his free time, Troy enjoys supporting his children's activities and pursuing his hobbies, including travel, golf, and hiking.

Adriana Kordes

Senior Vice President
Client Service Associate

Email Address

[email protected]

Phone Number

(312) 602-0231

Put your future into focus today.

Working with Us

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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