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Veritas Wealth Management, LLC CFP CPA

About Veritas Wealth Management, LLC CFP CPA

I am a multifaceted advisor who helps individuals, families, and businesses achieve long-term financial goals. I work with a variety of entities including trusts, partnerships, not-for-profit organizations, and retirement plans. As a Certified Public Accountant, I am particularly well qualified to assist clients with complex tax and estate planning needs.

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