Veritas Wealth Management

Veritas Wealth Management, LLC is a Texas registered limited liability company founded in 2007. We assist our clients in every aspect of their financial lives while providing both a comprehensive and highly personalized level of service. We help our clients achieve financial stability and security while also helping to create, increase and maintain wealth and financial confidence.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

Intermediate-term changes in longer-term constructs - either in the market, economy, political landscape (domestic and global), and/or Policy. For any given return, a certain amount of risk must be taken. We seek a return that is aligned with our client's acceptable "risk allowance" or "budget." We quantify risk both in magnitude and in terms of short, intermediate and long-term horizons.

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

As our client, you can have direct access to the person that is selecting and trading investments on your behalf, or access to a universe of money managers selected to provide the strategies that your specific situation requires. If we manage your assets "In-House" using our well-defined processes and analytics to help you meet your investment objectives, we encourage input on asset selection from our clients who wish to have that ability.