FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
If you’ve built a substantial portfolio of investments, it can take a great deal of time and organizational skills to keep up with everything from account numbers and performance to when CDs are coming due or how your investment mix should change. Plus, you don’t just want to watch your resources grow, you want access to your money and to be able to make the most of it as you use your wealth to follow dreams, support your family, give back, and seize new opportunities.
At Veritas Strategies, our concierge service for accounts under management frees you to use your resources without having to manage them. We handle the administrative details for you, report on performance and continuously look for ways to help you manage your financial future as you use your wealth for what matters most to you.