Resources
Resources
Download our client relationship summary pdf.
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Do you have any further questions or would you like to tell us something? Personal contact with you is important to us, so please feel free to contact us.
Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, here. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.
Schwab is a registered broker-dealer, and is not affiliated with Veritas Wealth Management or any advisors whose names appear on this Website. Veritas Wealth Management is independently owned and operated. Schwab neither endorses nor recommends Veritas Wealth Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Veritas Wealth Management under which Schwab provides Veritas Wealth Management with services related to your account. Schwab does not review the Veritas Wealth Management website, and makes no representation regarding the content of the website. The information contained in the Veritas Wealth Management website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Director of Client Services
I began my career in client relations & finance over 30 years ago working in various banks and financial institutions. I have spent the last 10 years of my career working as a senior branch office administrator with Mike. I am a lifelong Rhode Islander and resident of North Providence where I currently reside with my husband Humberto. In my free time I enjoy reading and visiting local breweries and wineries.
Director of Client Services
I have worked in the client service industry for over 40 years. I spent over 25 years working in private country club management and the rest of my career in the financial services sector. I also earned my BA in History from Providence College. I joined Tom 7 years ago and I have developed a passion for working closely with our clients and their families. My husband Bill and I live in North Kingstown with our golden retriever Lilly. I have three married children and eight grandchildren.
Co-Founder / Wealth Advisor
I have approximately 40 years of business, banking and financial advising experience. A lifelong Rhode Islander, I was born and raised in Providence. I earned my Bachelor’s degree at Providence College, my MBA at URI, and a Certificate in Financial Planning at Bryant University. Throughout my career I have always put my client’s best interests first and that remains my sole focus. I currently live in Jamestown with my wife of 38 years, Teresa. We love to travel and golf together and are members of Quidnessett Country Club. Teresa and I are proud supporters and season ticket holders of Providence College Basketball. We have two married children, Emily, 36 and Thomas, 33. We have two grandchildren, Mae and Henry, and another girl due in November!
Co-Founder / Wealth Advisor
I have spent over a decade as a financial advisor working with clients to help them achieve their goals. My father Michael and I are so proud to have created Veritas Wealth Management. We believe in generational wealth planning and consider our clients part of our family. I am a lifelong resident of Rhode Island and grew up in Jamestown. I attended Providence College and graduated with a degree in finance. I played ice hockey and golf for most of my life and that has molded me into an avid sports fan. I am a passionate season ticket holder of Providence College Basketball and I rarely miss a game. In fact, on Thanksgiving eve in 2017 I proposed to my wife, Danielle, on the PC campus 2 hours before a game and we still made the tip-off! A year later we were married at St. Dominic Chapel on campus. Danielle is the best person I’ve ever met and I love her dearly. We live in North Kingstown, RI with our son Henry.
