Veritas Strategies helps you put
values-driven financial plans into action
Deeply rooted in Bucks County and the local Doylestown community since 1997, Veritas Strategies has been using quantitative analysis rooted in the Biblical values of financial freedom, generosity, and contentment. Our goal is to help clients experience fewer risks as they build and execute financial plans aimed at realizing bigger dreams and truer wealth. Learn more about our approach
As part of our uniquely holistic approach, Veritas Strategies offers financial planning, investment vehiclesand full-service asset management. But we’re about far more than just planning or building wealth. To help protect your financial well-being from economic volatility, job loss, or other threats, we are also your source for full-service risk management solutions, including insurance, tax efficiency, estate planning, and legal documentation.
In addition to the seasoned experience of founder Scott Shaw, a Wharton MBA, Veritas Strategies draws on the talents of a small but highly credentialed team of professionals that includes Scott’s son Matt Shaw, a CERTIFIED FINANCIAL PLANNER™, along with exceptionally knowledgeable, efficient and responsive client-support staff.
Is our values-driven approach the right fit for you? Let’s talk. Call us at 215-345-5552.