VW
Veritas Wealth Management
Planificación de riqueza a medida con orientación serena y clara.
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Business
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Planificación de riqueza a medida con orientación serena y clara.
Veritas Wealth Management ofrece planificación de patrimonio y orientación para la jubilación a medida en Anchorage. Los comentarios elogian a un equipo profesional y afable que desmitifica la inversión y ofrece planes a medida alineados con la realidad actual de cada cliente y sus metas futuras. El personal, que incluye a Chad, Jared, Shane, Logan y Greg, se distingue por una orientación calmada, sin juicios y de apoyo.
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Estrategias personalizadas para ayudarte a lograr una jubilación segura y cómoda, basada en tu realidad actual y tus metas futuras.
Asesoría experta para construir y gestionar carteras de inversión adaptadas a tu tolerancia al riesgo y a tus objetivos financieros.
Coaching financiero personalizado para mejorar los hábitos de gasto, identificar bloqueos financieros y desarrollar prácticas de gestión del dinero más saludables.
Servicios integrales que incluyen planificación patrimonial, estrategias fiscales y crecimiento financiero a largo plazo para individuos y familias.
Sesiones educativas para desmitificar la inversión y las finanzas, empoderando a los clientes para tomar decisiones informadas y deliberadas.
Calificación general
Manny Coelho
From the very beginning, working with the team at Veritas was smooth and both an exceptionally professional and personable experience. Chad's knowledge of what it takes to be successful in personal finance and investing is remarkable, and yet overshadowed by his ability to help you believe what is possible and the path to get there.
David Registe
I met with Greg who took his time in finding out my needs. After that, we talked our way through the process before starting. That talk made me feel comfortable as we began paperwork. His staff at the front emailed me shortly after our meeting and helped me finish online paperwork. At one point they even called me to make one of the verification steps much easier for me. Overall I’m happy with my experience and feel good recommending to others.
Kitty B
After hearing great things about Veritas for several years, we finally reached out in 2023 to discuss a better financial plan for retirement. Every interaction we have had with staff at Veritas has been positive and efficient. Jared’s assistance, expertise, and kindness while asking and answering initial questions and educating us are appreciated. We were not experienced investors and did not come from families modelling it. Folks at Veritas demystify the process and provide calm to foster the deliberate, wise choices that lead to successful investing. The importance placed upon creating a bespoke plan based on a client’s current reality plus their stated future goals, needs and dreams stands in stark contrast to an impersonal one-size-fits-all approach that we experienced elsewhere. We highly recommend Veritas!
Julie Patty
My experience with Veritas has surpassed my expectations. Shane has been open, trustworthy, knowledgeable and supportive in regard to finance planning. Logan very kindly opened my eyes to a healthier view of spending habits and identifying underlying blocks to developing healthier ways of managing finances. What an awesome team! I have gained so much more than I imagined.
Deborah Ferrell
Letting someone lead with your finances is scary. However, Chad at Veritas alleviated my fears through education and care. He listened in a nonjudgmental way and addressed my concerns. Chad made sure I understood what was happening before he moved forward. I am no longer worried or stressed about my future retirement. The staff is wonderful! I recommend Veritas!
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