Veritas Wealth Management

The firm provides financial planning, discretionary wealth management, and Unified Managed Account (UMA) services for individual and retirement-plan clients, offering planning on a fixed-fee or hourly basis and ongoing portfolio management. For advisory accounts it typically charges percentage-of-assets fees and constructs portfolios using individual equities, fixed income, mutual funds, and ETFs.

Portfolios are tailored to client objectives and risk tolerance, with the firm generally exercising discretionary authority to select allocations, third‑party models, and underlying investments and to rebalance on an ongoing basis. Investment selection relies principally on fundamental analysis, and client accounts are monitored periodically with at least annual reviews and reporting through the custodian.

Distinctive features include that the firm is newly registered and currently reports no assets under management or client relationships, and its ADV was recently amended to remove a broker/dealer affiliation and to disclose that it no longer sells insurance products—changes that are atypical among peers. The firm also discloses receipt of economic benefits from its custodian, maintains a $1,000,000 household minimum for wealth management (waivable), and notes an owner’s outside real estate activity, all of which may be relevant when comparing its operating model to other supported firms.