Welcome
Veritas Wealth Management
Veritas Wealth Management is an independent financial advisory and wealth management practice.
Why Veritas?
Veritas is the name given to the roman virtue of truthfulness. When we say we will do something, we do it. Our independence allows us to be truthful with our intentions and assure our clients that their best interests and our best interests are the same.
What We Offer
What we offer at Veritas Wealth Management.
Financial Planning
We create personalized financial plans that are tailored to your unique needs and priorities, with a focus on durability and adaptability. Our plans include strategies for retirement, investment growth, healthcare planning, and managing your overall spending objectives.
Retirement Planning
How much do you need to retire? When can you stop working? The goal of retirement planning is to ensure that individuals or couples have adequate financial resources to maintain their desired standard of living during their retirement years, without financial stress or worry.
Legacy Planning
Legacy planning combines estate wealth transfer with family values and principles to create a solid plan for the future. We will work with you and your attorney to develop and implement the right strategy.
Education Planning
In today's world, the increasing cost of higher education requires thorough strategic planning. What was once a common milestone for young adults is now becoming one of the most substantial financial burdens for families in the United States. We will create a long term plan to help you successfully finance the best education possible.
Our Team
Meet the team.
The team at Veritas Wealth Management is committed to building and maintaining long-term relationships with our clients, and are always available to provide guidance and support when needed.
Our Values
Founded on three core values.
1
Honesty
At Veritas, we believe that building strong relationships begins with open and truthful communication. You can trust us to provide clear and straightforward guidance that is always in your best interests.
2
Wisdom
Our extensive experience enables us to offer personalized attention to your wealth management needs. You can rely on us for clear and cautious recommendations to help grow and preserve your wealth.
3
Dependability
We are committed to building and maintaining long-term relationships with our clients, and are always available to provide guidance and support when needed. You can depend on us to be with you every step of the way.
Commonwealth Financial Network
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer.