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Veritas Boston Wealth Management, LLC

EST. AUM
$350,000,000

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Firm Details

Metro area Boston
CRD Number
Website veritasboston.com
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Overview

Veritas Boston Wealth Management is an independent private wealth and multi-family advisory group headquartered in Rockland, Massachusetts. Founded in 2017 by veteran wealth executives, the firm specializes in providing high-net-worth individuals, families, and mature corporate owners with objective financial engineering, asset distribution planning, and tax-overlay investment management. In 2022, Stratos Wealth Enterprises acquired a 25% minority equity stake in the firm, integrating Veritas as an elite strategic branch under the Stratos Wealth Advisors SEC-regulated national ecosystem.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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