I’m a financial advisor and co-founder of Veritas Wealth Partners LLC.
We help people align their investments with their financial goals and manage their investable assets. Our clients range for high net worth families to charitible foundations.
I’ve worked for some of Wall Street’s largest Private Banks where I managed client portfolio as well as managed team of investment professionals.
My expertise is simplifying complex issues such as portfolio management, capital growth, wealth preservation, retirment transitions, tax minimization, and gifting strategies.
In the end my ultimate goal is to provide clients with the peace of mind in knowing they are headed in the right financial direction.
While I call Austin Texas home, with my wife and three young boys, I split my time between Austin and Newport Beach Ca.