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Our Process

Our History

Our Values 

Our Resources

Why risk your future on unrealistic financial planning?

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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April Masterson

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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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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