VERITAS WEALTH ADVISORS

Overview

Veritas Wealth Advisors is an independent registered investment adviser that focuses on serving individuals and families, including small-business owners. The firm combines financial planning and discretionary portfolio management with insurance-brokerage services, and charges clients through a mix of percentage-of-AUM fees and hourly engagements. Investment activity shows a clear tilt toward equity exposure; the firm’s stated preference and largest asset allocation is to equities, with a meaningful allocation to non-exchange-traded positions. Portfolios are managed at the household level for a mass-affluent client base, and the firm appears to run centralized discretionary programs rather than purely advisory-only relationships. Veritas is not positioned as an ESG investor, a pension consultant, or a multi-state adviser, and it does not present itself as a capital allocator to outside managers. Custody and platform choices play a significant role in how the firm implements portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices