01 DISCOVERY-DRIVEN FRAMEWORK

Every relationship begins with a structured discovery process designed to clarify priorities, define risk, and establish long-term direction. This written framework guides investment strategy, tax planning, and capital decisions — ensuring alignment with each client’s objectives and values.

02 ADVANCED WEALTH PLANNING

Our planning extends beyond traditional projections. We evaluate income strategy, capital gains, estate taxes, business-sale events, and equity compensation such as RSUs, along with customized distribution strategies. We work to ensure each plan reflects what matters most to our clients, including multigenerational goals and charitable giving.

03 TAX-OPTIMIZED INVESTMENT MANAGEMENT

Portfolios at Veritas are constructed using thoughtful asset allocation and diversification based on each client’s agreed risk model. When appropriate, we may apply tax-efficient strategies — including direct indexing, asset location, tax-loss harvesting, and similar tools — to help manage tax impact. We review portfolios on an ongoing basis to support efficiency and alignment with each client’s long-term plan.

04 ESTATE & LEGACY PLANNING COORDINATION

We work alongside estate attorneys to help ensure trusts, titling, entities, and documents are aligned with a family’s goals. We also help coordinate insurance needs, beneficiary designations, and wealth-transfer strategies, and can support family governance and the education of future generations when desired.

05 ONGOING COORDINATION

Each client’s plan is regularly reviewed against real-world results and we maintain communication with CPAs, attorneys, and other advisers to help support alignment across all areas of the financial picture. As laws, markets, businesses, or family circumstances change, we update and refine the plan to keep it relevant and responsive.

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