Referring a client to Veritas is a decision you will never regret, whether you’re an advisor, an intermediary, or a commercial banker.
Our strategy, process, and commitment will help enhance your client relationship, maximize its value, and ensure a positive outcome.
- Veritas Financial Partners is backed by a $2 billion asset manager, and we have long-term capital to deploy.
- We are a team of sophisticated financial professionals committed to delivering that rare combination of flexibility, speed, and certainty.
- Your client will thank you for introducing us, whether we close a deal or not.