51 countries
Our global footprint
At the Veritas Group, we chose our name, the Latin word for truth, because we’ve built our practice around one basic principle—no matter how complex your goals or concerns, through trusted planning, we can help you find answers to the questions that matter most.
We’re a relationship-focused team whose clients are busy, successful professionals who appreciate our hard work and attention to detail because they demand nothing less from themselves. Our team assists with everything—from bill payments to car purchases. Maybe that’s why our clients consider us family. We genuinely care about the challenges they face as they work, raise families and plan for tomorrow. We’re proud to be the go-to team they can depend on to manage their financial world so they can focus on doing the things they love.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Planning
We believe that planning is the foundation of successful wealth management, our relationship with you begins with an in-depth planning discussion. We uncover all the critical information that gives us a better understanding of your needs, priorities and current wealth picture. We use the UBS Financial Goal Analysis tool to develop your personal “road map” to address your most important short-term and long-term concerns.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice