Main Street

We are not a large wire house brokerage firm and we never will be…period. Veritas was founded on the idea that everyone, regardless of net worth, needs solid, objective financial advice. Because most brokerage and investment adviser firms only work with individuals who meet certain minimums, there is a huge need for financial advice among “Main Street” individuals. Many of these individuals do not know where to turn. Veritas is here to change that reality because we believe in the truth that everyone is worthy of financial counsel.
Veritas prides itself on delivering top tier service with a level of personal attention that you will not find anywhere else. Unlike large firms, you will get to know our financial team very well. This will give you the peace of mind of knowing who exactly has been entrusted with the stewardship of your wealth. When it comes to financial advice, we do not stop at simply placing trades and rebalancing portfolios. We provide assistance with retirement, risk management, education, estate, and tax issues as well. In our view, this is all part of excellent service.