Verite Wealth Management is a boutique wealth management firm that works with select families to achieve their unique goals. We are currently accepting applications toward fifteen new client engagements in 2008.

Our clients do not only elect to work with us, we elect to work with them. We look for clients who can share a mutual respect, trust, and friendliness in a professional engagement dedicated to their welfare. Families wishing to become clients of Verite Wealth Management must complete a comprehensive application so we may understand you, your families, your goals, and your values. Just like investing we aim to diversify our client base across many characteristics such as profession, wealth level, and wealth transfer needs to create a fulfilling experience on both sides. It should be noted that the amount of investable assets is solely for evaluation purposes; we charge a flat fee rather than a percent of assets under management so we can work with who we want, not who we need to in an effort to earn more. Potential clients must understand the value of continuous advice and management.

We are fiduciaries to our clients; therefore, Verite Wealth Management shall exercise its best efforts to act in good faith and in the best interests of our clients.

Verite Wealth Management shall provide written disclosure to clients prior to the engagement of Verite Wealth Management, and thereafter throughout the term of the engagement, of any conflicts of interest that will or reasonably may compromise the impartiality or independence of Verite Wealth Management.

Verite Wealth Management, or any party in which Verite Wealth Management has a financial interest, does not receive any compensation or other remuneration that is contingent on any purchase or sale of a financial product. Verite Wealth Management does not receive a fee or other compensation from another party based on referral of a client or client's business.

To receive an application and schedule a mutual interview please contact us.