Our Story

Navigating the nuances

Based in Boston’s South Shore, Veritas Boston Wealth Management established itself on the foundation of decades of experience in comprehensive financial planning and a highly customized approach to portfolio management for its clients. With a foremost commitment to earning the trust of our clients, we pride ourselves in the brand we’ve built, with our very name signifying the meaning of Truth.

With over 25 years of wealth management experience, Veritas Wealth Management is founded on a proven history of successfully meeting diverse client needs. We focus on all facets of private wealth management providing in-depth, long-term strategies and solutions, with institutional-level sophistication, efficiency, and scale. We offer a range of customized solutions, insights and best practices to help improve the financial wellness of your specific situation.

We embrace the personal nature of our mission and make understanding you and your unique situation our priority. Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you. Our investment advice and strategies are guided by understanding your life’s goals, risk tolerance, time horizon and liquidity needs. When you succeed, we succeed.

Looking for a trusted navigator for your financial journey?

Contact us to schedule a conversation.