FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
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.
President & Senior Financial Advisor
Client Care Specialist
A detail-oriented marketing professional, April brings over 20 years of experience to the Veritas team. With a strong background in client services and account management, April understands the value of building relationships to become...
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