Veritrust Wealth Management is an independent financial services firm that serves working professionals, families and retirees who are looking for experienced guidance and financial peace of mind. Katie Morris is a CERTIFIED FINANCIAL PLANNER professional and co-founder of Veritrust Wealth Management.
A 17-year industry veteran, Katie graduated. Since 2007, Jennifer has served individuals, families, and entrepreneurs in the areas of wealth management, retirement planning, estate planning. Rich began his career in the banking industry where his passion for helping people with their financial questions was born.
A 17-year industry veteran, Katie graduated. Since 2007, Jennifer has served individuals, families, and entrepreneurs in the areas of wealth management, retirement planning, estate planning. Rich began his career in the banking industry where his passion for helping people with their financial questions was born.
Services
Katie Morris is a CERTIFIED FINANCIAL PLANNER professional and co-founder of Veritrust Wealth Management. A 17-year industry veteran, Katie graduated with honors from Illinois Wesleyan University, earning a B.A. in Economics. Katie works extensively with busy professionals, retirees, and their families all over the United States.
Nobody controls the markets, but we can control how we react. Our mission is to provide you with steady, unwavering guidance on your quest to reach your financial goals. Our approach is always personal.
Whether targeted to one person, an employer group, or spanning generations of a family, our individualized service and advice is based on one fundamental principle; We strive to know you -- your hopes, dreams, needs and wants -- and we take seriously our responsibility as custodians of your financial future.You are not just another account number to us.
Whether targeted to one person, an employer group, or spanning generations of a family, our individualized service and advice is based on one fundamental principle; We strive to know you -- your hopes, dreams, needs and wants -- and we take seriously our responsibility as custodians of your financial future.You are not just another account number to us.
Whether it is saving for retirement, funding college for your children or grandchildren, planning retirement distributions, establishing or managing a retirement plan for you and your employees, or passing wealth onto future generations, we draw on our combined experience and knowledge to build strategies tailored to your particular circumstances.
INTEGRITY - Honesty and trust are the foundation of every relationship and of our entire business. If there is a conflict, you will be made aware. If there is a hard conversation to be had, we will have it. If we make a promise to you, we will keep it. STEADFAST - Those who know us best know that regardless of current market conditions, our advice doesn't change.
Take control of your financial future with a trusted partner who will always, always work to serve your best interests. Our primary focus is on serving people who value the importance of strong relationships, sound money management, and have a natural propensity to save. To that end, we think you should know what you can expect from Veritrust Wealth Management.
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