Veritas Wealth Management, LLC is a Texas registered limited liability company founded in 2007. We assist our clients in every aspect of their financial lives while providing both a comprehensive and highly personalized level of service. We help our clients achieve financial stability and security while also helping to create, increase and maintain wealth and financial confidence.
We understand "Value" and the elements required to provide superior advice and services. We are committed to helping to control the things that matter to you. First and foremost, we will develop a plan to help you pursue your goals: Risk Management, Asset Appreciation, Income, or Asset Conservation - while keeping in mind other essential issues such as Tax Sensitivity, and Legacy Needs. Second, we know that cost will always remain a focal point for every client. Our platform focuses heavily on solutions that are cost-effective. As your Advisor, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your objectives.
Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.