To us, Veritas is the way to conduct our lives and our business.
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 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
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.
“Happiness lies in the joy of achievement and the thrill of creative effort.”
— Franklin D Roosevelt
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.