We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
M. Brock Richter
Brock is a principal partner with Veritas Wealth Advisors, an integrated financial services firm focused on creating comprehensive financial and estate planning strategies.
Kristine is the Office Manager for Richter Financial, Veritas Wealth Advisors and AFA Properties. She is responsible for the day-to-day operations of the office and handles all bookkeeping responsibilities. Kristine comes from a...