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140 West Huffaker Lane, Suite 510, Reno, NV 89511

brock@veritaswa.net
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Your Financial Life Needs More Than an Advisor. It Needs a Partner.

Your estate plan, tax strategy, and investment portfolio should work together, not against each other. We coordinate with every professional in your corner so you can strive to get your goals executed the way you actually want them to.

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Experienced & Dedicated

As a premier boutique wealth management practice in Northern Nevada for over 25 years, Veritas Wealth Advisors are a team of financial professionals that have dedicated themselves to serving their community and aiming to help families achieve financial success. Our team’s technical expertise and commitment to developing detail-oriented plans, allows us to provide individually tailored solutions across a spectrum of complex financial issues.

what we doFinancial Planning That Accounts for Who You Are, Not Just What You Have

Your financial professionals probably aren't talking to each other. That creates costly gaps in your planning. Coordination matters more at this stage of life than it ever has before. You're building wealth, transitioning into retirement, or managing the complexities that come with aging and family. We start by understanding your current situation and your goals. Then we identify who needs to be involved and bring everyone together so your plan can pursue to work the way it should.

How we helpComprehensive Services That Work Together, Not in Isolation

Long-term relationships that encourage open and honest communication have been the cornerstone of success.

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01Wealth Management

You've accumulated assets across different accounts and time periods. We build a complete picture and create coordinated strategies that seek to align everything.

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02Retirement Services

The shift from earning to drawing down savings raises specific questions about income, taxes, Social Security, and healthcare that require precision and planning.

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03Legacy Planning 

We work directly with estate attorneys and tax professionals to coordinate your investment strategy with legal structures so transfers happen efficiently.

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04Qualified Retirement Plan Management

Business owners need proper oversight and fiduciary management for employee retirement plans. We handle investment selection, compliance, monitoring, and participant education.

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05Portfolio Management

Markets move and circumstances change. We actively manage your investments with ongoing attention, rebalancing when necessary, and adjusting based on your situation.

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Who We areEstablished Advisors with Deep Roots in the Reno Community

We're a team of financial professionals who were born and raised in Nevada, with over 25 years of experience serving families in this community. We built this firm on honest counsel, deep client relationships, and the understanding that your financial success requires coordination between every professional in your corner.

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Ready to get started?Let's Have a Conversation
About Your Financial Life

Whether you're new to Nevada or you've been here your whole life, we're ready to learn about your situation and show you what coordinated financial planning actually looks like. Reach out to schedule a meeting, and we'll start the conversation.

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