Overview

At Veritas Legacy Wealth, it is our firm belief that the asset allocation of an investment portfolio should always be reflective of the client's current financial situation, goals, family dynamics and feelings about risk. This is not a static process but rather an ever-evolving, ongoing one that includes rebalancing as needed. As your life changes, we’ll make sure your financial plan remains as effective as possible. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.