Veritas Wealth Partners, a fee-only investment advisory firm, is committed to assisting clients in realizing their individual financial goals by fostering the growth and preservation of wealth. We work with business professionals and high-net-worth investors, focusing on families with $1-$10 million in investable assets, offering tailored guidance to simplify and enhance their wealth management experience.
With a wealth of experience, we recognize that the investment landscape may appear unnecessarily complex and opaque, As a firm, our fundamental values center around transparency, and we strive to build every client relationship on a foundation of trust. We firmly believe that adhering to a disciplined investment strategy is the most intelligent approach to cultivate and preserve wealth.
When clients entrust us with the management of their long-term investments, our goal extends beyond safeguarding their financial well-being; we aim to enhance the quality of their personal lives.
Veritas Wealth Partners, founded in 2021 by Enrique Figueroa and Chris Caruso, carefully selects a limited group of clients to provide exceptional service. We prioritize transparent and honest interactions, fostering enduring relationships built on trust, all with the ultimate aim of providing our clients with peace of mind.
Enrique Figueroa and Chris Caruso, the firm's founders, drew upon their prior collaboration at Sand Hill Advisors in the early 2000's and later at Glovista Investments to establish Veritas. Their collective expertise forms the basis of the firm's founding principles, with the overarching objective of upholding stringent investment standards while dedicating a substantial portion of their time to serving clients.
Company Details
- Employees
- 5
- Founded
- -
- Address
- San Mateo, Ca 94402, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.veritaswp.com
- Keywords
- San Mateo.
- HQ
- San Mateo, CA
Veritas Wealth Partners Questions
Veritas Wealth Partners's website is http://www.veritaswp.com
Veritas Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/veritas-wealth-partners-llc
Veritas Wealth Partners has
5 employees.
View email and phone details for 5
employees at Veritas Wealth Partners.
Veritas Wealth Partners's industry is
Financial Services
Veritas Wealth Partners's top competitors are
Veritas Wealth,
Signature Estate & Investment Advisors, Llc,
Gammaroad Capital Partners, Llc,
Southcol Advisors,
Summit Investment Advisors, Llc.,
Lido Advisors, Llc,
Sand Hill Global Advisors,
Peak Enegy,
Peak Resources Group Llc,
Summit Investment Advisory Group Llc.
Veritas Wealth Partners's categories are Financial Services
Veritas Wealth Partners's founding year is 2021
