Broker Check
Veritas:

Veritas:

Financial Planning, Wealth Management, Insurance

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Our Clients

Our Clients

We work with successful business owners, executives and families nationwide. Our clients enjoy a comprehensive financial planning experience that helps them minimize risk and maximize opportunity in every area of their financial lives.

“Happiness lies in the joy of achievement and the thrill of creative effort.”

— Franklin D Roosevelt

Why Veritas?

To us, Veritas is the way to conduct our lives and our business.

Zero Lip Service

Zero Lip Service

The financial services industry has become an increasingly noisy space, disorienting at times to the consumer, who is impossibly tasked with sifting through media hype, flavor-of-the-moment strategies, and hyperbolic sales pitches.

We Get to Know You

We Get to Know You

We believe that everyone should have access to excellent financial advice in every area of his or her life. It takes audacity to offer that level of advice, a commitment to transparency, to education, and to asking the hard questions that others won’t.

Go Above & Beyond

Go Above & Beyond

We see it as our obligation to serve as a resource to our clients, to guide and monitor their planning, and to connect them with others within or outside of our practice, so that they may find their way to living the life they envision.

What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Fact Finding

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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