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.
Financial Planning & Investment Advisory Services
Important Disclosure Information
Form CRS | Firm Brochure ADV Part 2A
Please Note: Limitation. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the request and needs of the client. Phoenix-Veritas Wealth Management does not serve as an attorney, accountant, or insurance agent. Phoenix-Veritas Wealth Management does not prepare estate planning documents or tax returns, nor does it sell insurance products.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Phoenix-Veritas wealth Management is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Phoenix-Veritas Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. Unless expressly indicated to the contrary, Phoenix-Veritas Wealth Management did not pay a fee to be included on any such ranking.
Please Note: Limitation. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Phoenix-Veritas Wealth Management) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.