Wealth Management Services in Myrtle Beach, SC

Selecting your wealth manager should be the best financial decision you make If you aren’t confident, calm, and carefree about your situation, consider switching to an advisor who understands you and get on with your best life.

Retirement Planning

At VERITAS FINANCIAL MANAGEMENT, we help clients confidently step into retirement with a clear plan and ongoing support. Our wealth advisors guide you through every stage—adjusting for changes in tax law, market conditions, and personal goals—so you can enjoy the rewards of your hard work. We take a proactive role in helping seek to preserve your lifestyle and financial independence throughout retirement.

Estate Planning

Protecting and passing on your legacy requires foresight and expert strategy. We help clients establish or revise trusts, reduce estate tax exposure, and align their financial plans with their personal values. Our wealth management approach means your estate plan reflects your intentions.

Financial Planning

Whether you're navigating new wealth or refining an existing portfolio, our planning process is personalized and thoughtful. We begin with in-depth conversations about your lifestyle, ethics, and risk tolerance—then build around them.

Our financial planning services include:

  • Risk profiling and long-term projections

  • Investment selection aligned with your priorities

  • Portfolio performance analysis

  • Trust and estate coordination

  • Ongoing updates and rebalancing strategies

Our goal is to bring structure and clarity to your financial life, so you can focus on what matters most.

Investment Planning

Sophisticated portfolios require sophisticated thinking. We provide access to a wide variety of investment opportunities and diversified strategies tailored for high-net-worth individuals. Your wealth advisor will construct, monitor, and evolve your portfolio using a disciplined, data-driven process. With us, you gain access and insight, not just performance.

Account Services

We remain accessible, responsive, and clear in our reporting. Clients can expect:

  • Secure online access

  • Timely monthly and quarterly reports

  • Personalized performance reviews

We keep you informed, but never overwhelmed. Your financial clarity is our responsibility.

We proudly serve clients in Myrtle Beach, SC, and across the country. At VERITAS FINANCIAL MANAGEMENT, we understand your lifestyle—and we’re here to help seek to protect and your wealth with the care it deserves.

Connect with an experienced wealth advisor today to begin your customized wealth management journey.

Frequently Asked Questions

  • Wealth management offers a comprehensive approach that addresses complex needs such as estate structuring, advanced tax strategies, and private investment access. It’s tailored for clients who want a team that manages everything behind the scenes, freeing them to live fully. It also involves a level of care and discretion that standard financial planning typically doesn’t provide.

  • A financial planner may help with general budgeting or retirement goals, but a wealth advisor specializes in managing larger portfolios, trusts, and multi-generational assets. At VERITAS FINANCIAL MANAGEMENT, our advisors serve as strategic partners, offering access to exclusive tools, research, and a network of financial institutions specifically geared toward high-net-worth clients.

  • For most of our clients, financial plans are reviewed quarterly and adjusted when life or market conditions shift. Major updates are recommended after significant events—such as a business sale, inheritance, or change in family structure—to keep everything aligned with your goals.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification, asset allocation and rebalancing do not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.