Veritas Wealth Partners, LLC

Veritas Wealth Partners, LLC provides discretionary wealth management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm manages client portfolios on a discretionary basis and also offers stand‑alone financial planning projects alongside ongoing wealth management relationships; its Form ADV reports approximately $150.7 million in assets under management across a small number of client relationships.

VWP’s investment process begins with a written Investment Policy Statement and emphasizes asset allocation as the primary determinant of portfolio risk and return, typically using mutual funds and ETFs while selectively allocating to individual debt and equity securities and private placements. The brochure describes continuous monitoring with at least annual reviews and explicitly discusses currency and international market risks when strategies include non‑U.S. issuers.

A distinctive feature for a firm of this size is its service to a meaningful non‑U.S. client base and attendant attention to foreign‑currency and cross‑border investment considerations in its disclosures. The firm also discloses its use of Pershing and Schwab custodial platforms and the receipt of related software, trading desk access and block‑trading support — arrangements the brochure identifies as benefits that can influence custody and brokerage recommendations.