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Our Services

At Veritas Wealth Advisors it is “our service” that sets our services apart. Our professionals specialize in:

Asset Management, Financial Planning, Wealth Preservation, Retirement Planning, Insurance Planning, 401K Retirement Design and Management, Employer Retirement Plan Advisors, Divorce Planning, Annuities


We create strategies that are tailored to your needs and goals

  • Individual and Joint Brokerage 
  • Traditional IRAs
  • Roth IRAs
  • Trust Plans
  • Estate Plans
  • 529 College Savings Plans
  • Annuities
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Financial Planning

Years of experience have prepared us to guide you through your life transitions from asset accumulation and into and during retirement

  • Marriage
  • Career Change
  • Divorce
  • Children/Adoption
  • College
  • Pre and Post Retirement
  • Medicare Planning
  • etc...
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Protect your loved ones and your company in the event of your passing

  • Life Insurance - Permanent and Term
  • LTC -
    Long-term-Care Insurance
  • Key Person Insurance
  • Disability Income Insurance
  • Medicare Health Insurance
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Workplace Retirement Plans

We oversee plan design and manage retirement accounts for companies and organizations

  • 401(k) Planning
  • 403(b) Planning
  • Profit Sharing Plans
  • Gain Sharing Plans
  • Dental, Vision, and
    Medical Plans
  • Life Insurance for Employees
  • Key Person Insurance
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