Veritas Legacy Wealth is a renowned financial advisory firm dedicated to helping clients achieve financial freedom. Our team, recognized as one of the 2023 Forbes Best-in-State Wealth Management Teams, is led by John R. Klein, a Certified Financial Planner with over two decades of experience.

Alongside him is Blake Bailey, an Accredited Asset Management Specialist, known for building lasting client relationships. Summer Rudder, with 20 years of experience, excels in providing exceptional client service and managing relationships. Alison Decker supports the team with administrative tasks and client management.

At Veritas Legacy Wealth, we offer a range of services, including financial planning, investment management, retirement planning, estate planning, cashflow management, and valuable insights on markets and investing. Contact us to partner with a team that values your financial well-being