FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Who We Are Inflation and Your Portfolio Should You Ever Retire?

Our Process

Our History

Our Values 

Our Resources

Why risk your future on unrealistic financial planning?

That’s why an investment-only focus leaves you so vulnerable.

At Veritas Strategies, it’s different. We use investments to build your wealth, but we also focus on building your sense of contentment. To do that, we arm you with insurance and estate planning to help protect you from “storms” that can wipe out your portfolio — such as job loss, a divorce, a disability, a bad run on Wall Street, or a lawsuit.

Take the edge out of living in today’s uncertain times. Our financial professionals and investment advisors walk with you as the economy changes and your needs and dreams evolve. Instead of switching you from investment to investment throughout the year, we take a holistic, structured approach to investing and to living. We offer personalized services that has made Veritas a well-regarded financial planning and investment management firm in the Mid-Atlantic region. In fact, our firm is often “handed down” generation to generation as families continue to rely on Veritas to help protect their wealth and their financial future.

Our Team

Scott W. Shaw

President & Senior Financial Advisor

Scott Shaw is an experienced professional with almost 2 decades in the financial services and financial planning industry. From a strong faith background, Scott integrates Godly financial principles into a financial planning approach....
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Matthew S. Shaw, CFP®, MSFS

Financial Advisor

Matt Shaw has been in the personal financial planning industry since 2005 working in the Philadelphia and Bucks County communities. His current role with the firm is to support Scott and the team with financial plan design, analysis,...
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Joe Bisulca

Financial Representative

Joe has faithfully served individuals, families and business owners as a financial advisor since 2005. His excellent counseling training and prior work as an admissions counselor and youth minister have been keys to his success with...
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Cheryl M. Zampirri, Sila-F

Office Manager

Cheryl’s role in the financial industry began in 1999 working in the back office mainly focusing on the life cycle of the producer and supporting the field force. Expertise in both regulatory and state rules & regulations, compliance,...
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Download Our Free Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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