PRIVATE WEALTH MANAGEMENT

Protecting Legacies. Empowering Futures.

We are a Fiduciary Registered Investment Adviser (RIA) specializing in high-net-worth and ultra-high-net-worth families and closely held business owners. The firm integrates advanced tax and estate planning with investment management, so every decision aligns with long-term goals, family legacy, and after-tax outcomes.

OUR SERVICES

• Comprehensive wealth planning with tax and estate integration

• Coordinated investment management aligned to your written plan and risk model

• Tax-aware strategies (income, capital gains, and estate tax)

• Multigenerational and legacy planning

• Coordination with your CPA and estate attorney

Learn more about our services here.

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WHO WE SERVE

  • High-net-worth families (typically $1M–$5M in investable assets)

  • Ultra-high-net-worth families ($5M+ in investable assets)

  • Business owners facing liquidity, succession, or exit events

  • Families looking for integrated planning rather than siloed advice

PROCESS OVERVIEW

A flowchart illustrating a process with five stages: intro call, discovery, planning, implementation, and ongoing oversight, represented by icons and labels.

It all starts with a conversation. Schedule your call today.

GET STARTED WITH VERITAS TODAY