Managed Accounts
Investors, even self-directed, sometimes find it value-added to have a managed account. The reasons vary but could include diversification, specific expertise, or estate planning.
For clients requiring actively managed accounts, we can refer clients to another registered investment advisor.
The decision to use a registered investment advisor for actively managed accounts is solely at the discretion of the client.
Phoenix-Veritas Wealth Management
Phoenix-Veritas Wealth Management was formed to provide investors a cost effective option for financial planning and investment advice.
Whether you are a self-directed investor or prefer managed accounts, we can help navigate your financial future with confidence. We will provide financial planning and investment advisory services designed to meet your financial objectives.
Phoenix-Veritas Wealth Management provides financial planning and investment advice to investors. Advice is provided through various forms of media and consultation, and content can be in the form of blogs, articles, podcasts, and videos. Clients requiring advice through consultation may include determination of financial objectives, identifications of financial challenges, cash flow, liquidity, tax and insurance planning, investment management, education funding, retirement and estate planning.
Phoenix-Veritas Wealth Management (“PVWM”, Phoenix-Veritas” or ‘the firm”) will not act as a custodian of client assets, will not exercise investment discretion and will not directly manage accounts. the services described are for investors who retain full control over their assets and investment discretion. Phoenix-Veritas only acts in an advisory capacity.
Phoenix-Veritas will make information available on the firm’s website, and in some cases YouTube, Coursera, Instagram and/or TikTok. We will also meet with clients who require advice through consultation.