A complete list of active advisors currently associated with Phoenix-Veritas Wealth Management

Warmer can help you find a great advisor at Phoenix-Veritas Wealth Management or one who fits your needs even better.

Phoenix-Veritas Wealth Management provides financial planning and investment advice primarily through publications and digital content, serving self-directed investors and individuals seeking education and consultation. The firm distributes articles, podcasts and videos via its website and social platforms and also offers one-on-one consultations, while not acting as custodian or exercising investment discretion over client assets. The firm uses both fundamental and technical analysis and addresses topics such as budgeting, portfolio construction, behavioral biases, trading strategies and risk management to help clients form and implement investment decisions. Consultations are billed on an hourly basis with an initial exploratory meeting offered free, and advice is intended for investors who retain implementation control and custody. Distinctive features include a clear educational emphasis and content distribution strategy — including use of Coursera, YouTube, TikTok and other social media — plus the availability of seminars/workshops and periodical-style materials in addition to consultations. Phoenix-Veritas also refers clients to other advisers for active management without accepting referral fees and relies on hourly fees rather than percentage-of-assets arrangements, a model less common among firms in its category.

To learn more about the advisors currently working at Phoenix-Veritas Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joseph Iraci	Staten Island, NY	17

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