Building Relationships Focused on You
Brian formed Veritas Financial Management to have the freedom and flexibility to focus solely on providing thoughtful and uniquely personal advice to our clients. After working for larger companies throughout his career, he knew that the only way to ensure the best client experiences was to manage every step with integrity and an uncompromising level of service. He and Maria Luisa have created a welcoming office environment for discussing your plans, preferences, and objectives in privacy and comfort.
Committed to Your Goals
Our approach to financial planning is responsive, professional, and completely client-focused. We attract and retain our valued clients by asking questions and listening carefully to the hopes, dreams, and the realities that shape your life. We learn your tolerance for risk and respect the ethics and principles that guide you. We build strong, lasting relationships based on trust and the shared pleasure of working together to identify and pursue your goals.
Your Partner for Life
We craft your financial plan by anticipating the changes you will face throughout your life. We explain complex financial concepts to help you make educated decisions and keep you apprised of any new laws, investment opportunities, or economic forces that may impact your plans. Brian and Maria Luisa are always available to meet to review or update your plan or simply to catch up on your latest family news.
If, like many of our clients, you have chosen the beautiful Carolina coast as your retirement home, we encourage you to consider the convenience of having a trusted wealth manager nearby. We have extensive experience helping newcomers to our area and would be honored to have the opportunity to meet you.