Our professional partners provide support for our clients in areas ranging from estate planning and trusts, to health and wellness. Our team coordinates with these professionals to address important matters such as retirement income planning, insurance and liability management, education planning, executive compensation planning, business succession planning, charitable giving, estate planning and family dynamics.

We also collaborate with our clients’ attorneys and CPAs on tax and legal matters that merit their expertise. It’s all part of our comprehensive approach to address all aspects of your life. Here are some of the organizations and individuals with whom we collaborate on financial plans.

Essential Health & Wellness

Veritas Private Wealth Management partners with Dr. James Stevens and Dr. William Haas of Essential Health & Wellness, a concierge medicine practice in Cary and Raleigh, North Carolina.

USI

Risk management, retirement planning, property & casualty, employee benefits

Raymond James is not affiliated with the above organizations.