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

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

Veritas Private Wealth Management is an independent, fee‑only investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and businesses. The firm primarily advises on equities, fixed income, mutual funds, ETFs, U.S. government and municipal securities, and may recommend alternative or less traditional investments when suitable. The firm’s investment approach is grounded in modern portfolio theory and uses a mix of passive and active fund selections informed by fundamental and cyclical analysis to set asset‑allocation targets and manage risk. Accounts are managed on a discretionary basis, fees are charged as a percentage of assets and billed monthly in arrears, and advisory fees are deducted directly from client accounts held at Charles Schwab, the firm’s sole custodian. Founded and registered in late 2025/early 2026, the firm reported $210,000 in discretionary assets under management as of April 22, 2026 and currently does not engage Outside Managers. The principal has earned the Certified Private Wealth Advisor (CPWA) designation; the firm does not vote client proxies and relies on custodian statements for client reporting rather than providing separate written performance reports.

To learn more about the advisors currently working at Veritas Private 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.