Veritas Wealth Planning
Guiding Your Wealth. Securing Your Future.
Our Services
Wealth Management
Comprehensive guidance to help grow, protect, and align your wealth with your long-term goals through disciplined strategies and personalized oversight.
Income Planning
Reliable income strategies that ensure your money lasts throughout retirement, giving you stability and confidence year after year.
Investment Management
A tailored, research-driven investment approach designed to manage risk, pursue growth, and keep your portfolio aligned with your financial objectives.
Protection Strategies
Insurance and risk-management solutions that safeguard your family, income, and financial future from the unexpected.
Retirement Planning
Clear, structured strategies to help you prepare confidently for retirement, covering income needs, timing, taxes, and the lifestyle you want to maintain.
Wealth Transfer Strategies
Thoughtful planning to help you pass your wealth to loved ones or charities with efficiency, clarity, and the least possible tax impact.
Meet The Team
Bill Hurley
Financial Advisor
Viktoria Wilson CFP® CRPC®
Certified Financial Planner
Dan Raglin
Registered Representative
FAQs
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