Veritas Wealth Management

Veritas Wealth Management

Veritas Wealth Management was founded in 2019 and is headquartered in Madras, Oregon. The firm registered as an investment advisor to provide discretionary investment management, combining portfolio construction with financial planning and retirement-plan consulting services. Its client base includes individuals and retirement plans, with a geographic concentration in the Pacific Northwest. The firm's discretionary investment approach spans multiple asset classes including public equities, fixed income, real estate, and alternative investments such as private credit and hedge fund strategies. Veritas constructs portfolios tailored to individual client goals rather than relying on model portfolios or proprietary products. The firm's retirement-plan consulting work includes fiduciary advisory services, plan design, and participant education for employer-sponsored retirement plans. Veritas maintains a lean operating structure consistent with a boutique advisory firm in a secondary market. The firm's service model integrates tax-aware portfolio management with comprehensive financial planning, a combination that small-market RIAs often use to differentiate from national wirehouses and robo-advisors. As of mid-2026, the firm has not publicly disclosed total assets under management or a headcount figure. Veritas's structural posture as a discretionary RIA in a smaller Oregon market means its value proposition hinges on local relationship depth rather than institutional scale. The firm's ability to blend retirement-plan advisory work with individual wealth management creates a dual revenue stream that most pure-play wealth managers lack — plan-level fees stabilize the business while individual-client relationships compound over time.