Mt. Pleasant, SC Office
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Veritas Wealth Management LLC
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About
Veritas Wealth Management provides wealth management and financial planning for individuals and families, including business owners, professionals, executives and retirees. The firm manages roughly $26.5 million for about 147 clients through a small team of two advisors and produces written Wealth Management Plans with regular progress reviews.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, low‑cost passive mutual funds and ETFs, periodic rebalancing, and attention to taxes and costs. Veritas typically operates on a non‑discretionary basis—advisors make recommendations but trades require client approval—and combines advisory fees with the ability to sell commissionable products when appropriate.
Distinctive features include the advisors’ dual roles as registered representatives of a broker‑dealer and as licensed insurance agents, which permits the firm to offer insurance and annuity products alongside advisory services and creates potential conflicts of interest that the firm discloses. Founded in 2017 and jointly owned by its principals, the firm primarily serves non‑high‑net‑worth individual clients rather than an HNW clientele.
Based on Veritas Wealth Management LLC
Location
1761 Nantahala Blvd
Mt. Pleasant SC 29464
Advisors at this office
1
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