FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
We serve a diverse, multi-generational clientele. Clients come to Veritas Strategies not just from Bucks County, Doylestown, and Philadelphia, but from up and down the East Coast and across the country. Some of our clients are young people just starting out. Some are starting families or companies. Some are focused on paying for their children’s education or wedding or caring for their parents. Some are executives in large pharmaceutical companies, some own small local businesses. Some are nearing retirement. Some have been happily retired for years.
What all Veritas clients have in common, however, is a desire to live in peaceful contentment each day while steadily building – and protecting — the resources necessary to live their values and follow their dreams, year after year.
Wealth-building can start from any point. If you already have a high net worth, Veritas can help you safeguard and optimize your resources while continuing to grow your financial base. If you haven’t saved or your savings have been used up, Veritas can immediately put plans and protections in place to replace stress with greater contentment and a clearer vision of where you can take your life.
If you answered “yes” to any of these questions, call us at 215-345-5552 and schedule an Intro Meeting with our team today!