Veritas Strategies
Take the edge out of living in today's uncertain times . Our financial professionals and investment advisors walk with you as the economy changes and your needs and dreams evolve. We take a holistic, structured approach to investing and to living. Our personalized services have made Veritas Strategies a well-regarded financial planning and investment management firm in the Mid-Atlantic region. In fact, our firm is often handed down generation to generation as families continue to rely on us to help protect their wealth and their financial future.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Comprehensive Planning
- Asset Management
Sentiment Analysis
But when our parents passed away and we were blessed with some inheritance, Scott and Matt Shaw were the perfect men to listen to.
Scott, Matt and the Veritas Team are always there when you need them and will go above and beyond to make sure your financial planning needs are met.
They have assisted me with financial planning for both my personal and business.
They are not only extremely competent, but have bent over backwards to help me understand how and why they are make various recommendations.
They provide a common sense approach with a complete plan covering everything from protection of assets, college funding (for 4), tax minimization, retirement, and more.
This did not happen overnight as they patiently answered my questions and educated me in their principled, moral philosophy of wealth management for more than 18 months before I finally made up my mind to follow their lead.
They offer many strategies that will benefit our financial situation (sometimes suggesting strategies that they use themselves) and each time we meet, they review to make sure we approve of our past investment decisions.
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