Veritas Wealth Management, LLC

Veritas Wealth Management serves individuals (including high‑net‑worth clients), trusts, charitable organizations, small businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, and employee benefit/retirement plan advisory services. The firm reports managing approximately $135.8 million on a discretionary basis and also advises participant‑directed retirement plan assets.

The firm’s investment approach is long‑term and grounded in Modern Portfolio Theory, favoring broadly diversified, primarily passive allocations implemented with no‑load mutual funds and ETFs (including Dimensional Fund Advisors, Vanguard, AQR, Avantis, and Bridgeway) and model portfolios. VWM also constructs laddered fixed‑income portfolios, uses third‑party sub‑advisers for model and fixed‑income management, and provides plan‑level services as a 3(21) fiduciary with participant education and access to annuity analysis platforms when appropriate.

Notable distinctions include an ownership affiliation with an accounting firm, which creates reciprocal referral opportunities and a documented conflict of interest that the firm discloses, and an atypical client mix for a solo independent adviser that includes charitable organizations and pension/profit‑sharing plan clients with pension consulting services. The firm has contractual relationships with a sub‑adviser for back‑office support and contingency portfolio management to provide continuity of services in the event of the principal adviser’s death or prolonged incapacity.