Veritas Wealth Advisors Inc is a wealth management firm in Sunrise, FL. The firm provides independent financial services to individuals, families, and business owners throughout the South Florida area. Their specialized services include asset management, financial planning, wealth preservation, retirement planning, and insurance planning. They also offer expertise in 401K retirement design, divorce planning, and annuities.
The firm was founded with a commitment to providing financial services with integrity and objectivity. The professional team brings over 75 years of combined wealth management experience to their clients. Their approach involves creating tailored strategies for various life transitions, such as marriage, career changes, and retirement. Beyond individual planning, they manage workplace retirement plans, including 403(b) and profit-sharing plans, as well as employee benefits like dental, vision, and medical plans.
Located on W Sunrise Blvd, the office is situated near North Nob Hill Road and is a short drive from Nob Hill Elementary School and several local green spaces, including Soccer Park and Deicke Park.
The business maintains well-documented information online, and their digital presence is structured so that search engines can read their content cleanly.
Veritas Wealth Advisors Inc provides dedicated financial guidance and asset management to help clients achieve long-term success in Sunrise.