Veteran Wealth Planning

Veteran Wealth Planning serves a range of private clients — individuals (including high-net-worth individuals), business entities, trusts, pension and profit‑sharing plans, and U.S. expatriates and foreign nationals — and offers ongoing portfolio management, comprehensive financial planning, and stand-alone consulting engagements. The firm delivers written financial plans to clients upon completion and provides periodic account reports on request.

The adviser documents client goals and constraints in an Investment Policy Statement and generally manages accounts on a discretionary basis, implementing asset allocation largely through passive ETFs while drawing on modern portfolio theory and both long‑ and short‑term trading approaches. It operates under fiduciary standards for retirement accounts and conducts at least quarterly reviews of client portfolios.

Distinctive aspects noted in the brochure include the firm’s provision of written periodicals/newsletters and educational seminars or workshops in addition to advisory services, and the availability of fee‑based stand‑alone consulting. The firm also requires clients to use a specified custodian platform, serves a small number of client relationships with multi‑million dollar assets under management, and indicates an expanded range of client types since formation.