About Veritas wealth management, llc
Veritas Wealth Management, LLC: Helping You Achieve Your Financial Goals
Veritas Wealth Management, LLC is a financial advisory firm that specializes in helping individuals, families, and businesses achieve their long-term investment and financial goals. Led by Troy W. Knighton, CPA/PFS, MBA, CFPยฎ, the company has been providing expert financial advice to clients for many years.
At Veritas Wealth Management, LLC we understand that every client has unique needs and goals when it comes to their finances. That's why we take a personalized approach to each client's situation. We work closely with our clients to develop customized investment strategies that are tailored to their specific needs.
Our team of experienced professionals includes certified public accountants (CPAs), personal financial specialists (PFSs), master of business administration (MBA) graduates and certified financial planners (CFPs). With this diverse range of expertise at our disposal, we are able to provide comprehensive wealth management services that cover all aspects of your finances.
We offer a wide range of services including retirement planning, estate planning, tax planning and preparation as well as investment management. Our goal is to help you achieve your long-term financial objectives while minimizing risk along the way.
Retirement Planning
Planning for retirement can be overwhelming but it doesn't have to be. At Veritas Wealth Management LLC we help you create a plan that will ensure you have enough money saved up for retirement so you can enjoy your golden years without worrying about running out of money.
Estate Planning
Estate planning is an important part of any comprehensive wealth management strategy. Our team will work with you to create an estate plan that ensures your assets are distributed according to your wishes after you pass away while minimizing taxes and other expenses.
Tax Planning & Preparation
Taxes can be complicated but they don't have to be stressful. Our team will work with you throughout the year on tax planning strategies designed specifically for your situation. We also provide tax preparation services to ensure that your taxes are filed accurately and on time.
Investment Management
Our investment management services are designed to help you achieve your long-term financial goals while minimizing risk. We take a disciplined approach to investing, focusing on asset allocation, diversification and risk management.
At Veritas Wealth Management LLC we believe that communication is key. We keep our clients informed every step of the way so they can make informed decisions about their finances. Our team is always available to answer any questions you may have and we pride ourselves on providing exceptional customer service.
In conclusion, if you're looking for a financial advisory firm that will work with you to create a customized wealth management strategy designed specifically for your needs, look no further than Veritas Wealth Management LLC. With our experienced team of professionals and personalized approach, we can help you achieve your long-term financial goals while minimizing risk along the way. Contact us today to schedule a consultation!