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This is Financial Clarity.

Verak Private Wealth is a boutique financial planning firm serving executives, business owners, and affluent individuals with personalized, high-level guidance. As a fiduciary, the firm specializes in comprehensive planning and advanced strategies, including its proprietary “Grant to Gain” equity compensation framework.

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Bethel Park, Pennsylvania 15102, United States
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Joshua Staph, CIMA®

Founder, Verak Private Wealth

My "Why"

After nearly a decade in wealth management with large institutions, Joshua founded Verak Private Wealth for one reason: his clients deserved more.


Large institutions are built for scale. Verak is built for depth. Working independently means no proprietary products to push, no quotas to meet, and most importantly, no constraints on the time, resources, or strategies available to each client family. It means Joshua can focus on the people who trust him with what they've built.



Outside the office, he is a husband and father of three (plus a wonderfully lazy Bullmastiff, Duncan). He's also a chess enthusiast, enjoys hiking National parks, and believes learning something new every day makes you better at everything, including this.