Veritas Wealth Management

Many financial companies try to find their clients better investments. At Veritas, we do not just stop at finding our members the right investments. With proven approach consisting of goal-focused planning, proactive coaching and personalized investment strategies, we actually make our members better investors. We do not just assist you in finding the right tools, we help you use them effectively.

Veritas proves holistic financial planning and investment management focusing on three key areas: goal focused financial planning, plan focused investing, and the coaching to properly execute both. We believe you deserve to invest with the confidence and clarity that comes with having a personalized financial blueprint to guide saving and investing decisions, a custom investment strategy based on your goals and dreams and pro-active, ongoing financial coaching to stay on course.

While it may seem counterintuitive, you want to begin with the end in mind: where do you want to end up financially in retirement? In order to plan out your financial path, you need to begin by identifying a destination. Here are two numbers to think about: a target retirement date and an income goal (the amount of monthly income you would need to be comfortable, living life with freedom and independence). In addition to identifying your financial destination, you should also clarify where you are today so you can begin plotting your course in between. We have a free financial planning tool called Asset Map that helps you plan your financial path by first creating a financial snapshot of where you are today. Please click the link to get started: https://app.asset-map.com/i/Xx4qBvjp