Why Veritas Wealth Management? 

Simply put, we do some of the very best financial planning in Lake Oswego. The reason is that our planning is based on the sound principles of economics, not financial fads, and never on returns. Our portfolio research is some of the best in the industry; yet we understand that the market will do what it will do and that we can't control that. Instead, we plan for what you can control: risk, spending, and portfolio efficiency. With us you'll get clear recommendations on how to work toward your financial goals, as well as our commitment to working with you to review and update your plan so that it is always in line with sound investment principles, differing market conditions, and the changes happening in your life. 




Veritas Wealth Management utilizes LPL Financial for the custody of our clients' assets. LPL Financial was formed in 1989 and in that time has created a trusted alternative to Wall Street firms, one where financial advisors who seek to always do what is right for their clients could also build highly successful businesses. Today, LPL is the largest independent broker/dealer in the country* supporting more than 16,000 financial advisors. 

*As reported in Financial Planning magazine June 1996-2018, based on total revenues