Boston, MA Financial Advisors | The Veritas Group

A plan for your life and the goals that matter

The Veritas Group

617-439-8257

855-830-5034

UBS Financial Services Inc.
One Post Office Square
34th Floor
Boston, MA 02109

At the Veritas Group, we chose our name, the Latin word for truth, because we’ve built our practice around one basic principle—no matter how complex your goals or concerns, through trusted planning, we can help you find answers to the questions that matter most.

We’re a relationship-focused team whose clients are busy, successful professionals who appreciate our hard work and attention to detail because they demand nothing less from themselves. Our team assists with everything—from bill payments to car purchases. Maybe that’s why our clients consider us family. We genuinely care about the challenges they face as they work, raise families and plan for tomorrow. We’re proud to be the go-to team they can depend on to manage their financial world so they can focus on doing the things they love.

What’s the right answer for you? Planning

Because we believe that planning is the foundation of successful wealth management, our relationship with you begins with an in-depth planning discussion. We uncover all the critical information that gives us a better understanding of your needs, priorities and current wealth picture. We then use the UBS Financial Goal Analysis (FGA) tool to develop your personal “road map” to address your most important short-term and long-term concerns, which may include:

Your family

Financing college tuition can be a challenge, but given these escalating costs, you shouldn’t have to choose between your children’s future and other priorities. We can help you meet your funding goals by starting early—the key to building up the financial reserves you’ll need to give your children the jumpstart in life they deserve.

Your business

We understand the emotions that come with owning, growing and finally deciding to leave behind your business—the biggest investment of your life. To us, business is personal. From expansion and acquisition to managing the tax implications and proceeds from an eventual exit or sale, we can help make this complex process easier—for you, your family and those next in line.

Your financial security

Insurance plays a critical role in long-term financial planning and can help protect not only your personal and business interests, but your family and estate. How much is enough? Are you still providing it to your adult children or aging parents? We can recommend strategies that can help prevent your nest egg from being wiped out by unforeseen events or illness.

Your retirement

How much can you safely withdraw from your retirement funds without risking depletion? Which accounts should you tap first? The longer you spend in retirement, and for some that may be 30 years or more, the greater the impact these decisions can have on your retirement lifestyle and the value of the estate you leave behind.

Your legacy

We have the resources and insight to address your legacy and estate planning needs so you can build a comprehensive plan for transitioning assets to future generations. We can also engage your children to teach them about the value of planning and how they can make important financial decisions as they take on greater responsibility.