Veritas Financial Strategies, LLC

Financial intelligence for insurance and wealth accumulation

Veritas [ver-i-tas, -tahs]

noun | Latin word for 'truth'

The name Veritas is meaningful as truth, honesty, and transparency are at the core of everything we do. As a financial planning firm, we understand that we have a big responsibility when it comes to growing, managing, and protecting the wealth of others, and we take that honor and privilege to heart. Our founder, Terry Lewis, began his career in 1980 with a deep commitment to look after his clients’ wealth as though it was his own, and now four decades later, we continue to have that same resolve.

Our firm specializes in working with private companies, executives, and high net worth families to create innovative financial strategies that include risk shifting, asset protection, accumulation, and tax minimization. We have developed a deep trust with our clients over the years as they know honesty and integrity will permeate everything we do, and we will treat them like they are a part of our family.

Veritas Financial Strategies, LLC
FINANCIAL INTELLIGENCE FOR INSURANCE AND WEALTH ACCUMULATION

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