Veritable Wealth Advisory is an independent financial advisory firm that provides comprehensive, tailored, and integrated financial advice to its clients. Founded in 2019 by Doug and Matt Galbraith, the firm focuses on delivering a holistic wealth management experience that aligns with each client's unique goals and values[1][2]. ### Key Services and Approach - Comprehensive Financial Planning: Veritable Wealth Advisory offers services in financial planning, insurance, and tax preparation, ensuring that every aspect of a client's wealth is optimized to achieve their goals[2][3]. - Three Pillars of Financial Excellence: The firm emphasizes Your Wealth Experience, Consistent Proven Quality, and Innovative Investing. This approach ensures a rigorous and in-depth planning experience, leveraging subject-matter experts and innovative investment strategies[2]. - Innovative Investing: Veritable Wealth Advisory provides access to institutional and alternative investments such as real estate, private equity, mortgages, and private debt, offering clients a diversified investment portfolio beyond traditional stocks and bonds[2]. - Fiduciary Advice: As an independent firm, Veritable Wealth operates as a fiduciary, prioritizing clients' interests above all else[2]. ### Team and Expertise The team at Veritable Wealth Advisory includes experienced professionals such as Doug, Matt Galbraith, Adam, Cynthia, Rob, Mark, Andrew, Daniel, Melissa, Julia, Alesha, and Julie. Each member brings unique expertise and experience in financial planning, investment management, marketing, and client service[1]. ### Fee Structure Veritable Wealth Advisory operates on a fee-based model, with rates varying based on the client's investable assets. The fees range from 1.45% on the first $1 million to 0.35% on amounts over $20 million, with a minimum annual fee of $7,250[3]. ### Values and Culture The firm is built on values of Quality, Fulfillment, Innovation, and Collaboration. These values guide their approach to crafting personalized financial plans that evolve with clients' changing needs[3].