Welcome to Veritas Legacy Wealth, where your interests always come first. We believe that being true is required in genuine relationships, providing clarity and understanding in your financial journey.
With honesty as our guide, we provide the knowledge you need to make informed decisions. Because at Veritas Legacy Wealth, striving for transparency and trust is paramount. Our independence sets us apart, allowing us to adhere to the highest ethical standards without conflict.
Our experienced team listens to your goals and challenges, building lifelong relationships based on open communication and mutual respect. And together, we develop personalized strategies aligned with your values.
With our comprehensive approach, we identify the specific wealth management issues facing each of our clients. From there, we strive to help you create and grow wealth, preserve wealth, and craft a plan to help toward reaching your financial goals. Throughout the process, we provide education and insights to counsel families in imparting your most cherished values to the people that surround you.
At Veritas Legacy Wealth, it is our firm belief that the asset allocation of an investment portfolio should always be reflective of the client's current financial situation, goals, family dynamics and feelings about risk. This is not a static process but rather an ever-evolving, ongoing one that includes rebalancing as needed. As your life changes, we’ll make sure your financial plan remains as effective as possible.