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18 North Main Street, Suite 210
Doylestown, PA 18901
(215) 345-5552

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Our Philosophy

Our philosophy: Build wealth while maximizing contentment and your financial future today

You can have money and still not be happy. That’s why Veritas Strategies doesn’t focus on money or the dollar-value of investments. We focus on true contentment and true wealth – however you define them.

“Veritas” means true, and truth is at the heart of our financial planning philosophy. For some, true wealth is simply “having enough” to help eliminate financial concerns. For others, it’s the freedom to travel, the power to be generous, or the resources to follow a dream. Our planning focuses on true wealth. So instead of simply sitting in a binder gathering dust, your Veritas plan helps you actively translate Biblical values such as freedom from debt, generosity, responsibility and discipline into true wealth and the chance to live more meaningfully – and joyfully – every day of your life. Learn more about our approach

Our philosophy is life-changing because we focus on:

Bigger Dreams. We don’t just focus on investing for “tomorrow.” We believe in making our clients’ lives better from day one. Plus, with everything and everyone working together — including getting spouses and even business partners on the same page with you — it’s possible to achieve your goals within your time-frame.

Truer Wealth. Money isn’t a goal, it’s a tool for living your values and achieving your dreams. That’s why your Veritas plan will be customized for where you stand today and how you’d like life to change.

Fewer Risks. Instead of ignoring unpleasant possibilities, we believe in planning for “unexpected” events like job loss, divorce, economic crisis, lawsuits, and more. This gives you greater confidence and freedom knowing you've taken smart steps to protect yourself, your family, your business and your wealth.