WEALTH MANAGEMENT

Investment Advisory

Your legacy begins with a strong foundation

SERVICE

AREAS

FINANCIAL PLANNING

 

We build a buleprint for your future and a roadmap that helps you achieve your goals.

BUSINESS PLANNING

 

We provide your business with financial solutions.  We guide you through selling of your business.

ASSET MANANGEMENT

 

We manage your investments i.e. stocks, bonds, mutual funds, annuities, insurance.

FAMILY PLANNING

 

New family planning, College Planning, Long Term Care Planning, Insurance Planning, End of Life Planning

ESTATE PLANNING

 

We provide planning that supports your legacy.  We provide planning that protects your estate.

RETIREMENT PLANNING

 

We prepare you for retirement.  During retirement, we build personalized income strategies. 

 

OUR VISION

Our vision is to help our clients achieve their financial goals.  All goals must be accompanied by a roadmap that delineates the path of your plan.  We believe that building your blueprint allows us to make achieving your financial goals possible.  Our planning always remains centered around you and your needs.  If you are just starting a family or about to retire we can help you develop a customized blueprint that fits your needs.  

 

The 70 hour work week does not allow indivduals time to focus on their pressing financial matters.  We give you back time.

 

At Adventus Veritas, we are passionate about making your financial dreams come true.  We are here to assist you during your financial storms or during smooth sailing.  We work with you so that you can achieve prosperity that best fits your life style.

 

Building your bridge to the future

CLIENTS

Medical Professionals 
 
Business Owners
 
Retiring and Retired Indivduals
 
IT Professionals
Engineers
 
Military Service Men and Women
 
Estate Planning
Education Planning
 

Our Clients are represented in the following fields:  CEOs and Corporate Executives at Fourtune 500 companies, Corporations, Business Owners, Medical and Dental Professionals, Lawyers at the Worlds leading Law Firms, Engineers, Infomation Technology Professionals, Developers, Programmers, Engineers, Architects, Government Contractors, Consultants, Consulting Firms, Athletes, Entertainers, Churches, Bishops, Pastors,  Military Professionals, Educators, Professors, Principals, Government Employees and Executives, Congressional Staff. 

 

CONTACT

ADVENTUS VERITAS

OUR ADDRESS

2400 McMahon Rd

Unit 2424

Silver Spring, MD 20902

Email: info@adventusveritas.com
Tel:  202-904-2879

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

Success! Message received.

 

© 2017 by Advenuts Veritas LLC. 

 Investments through RIA are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY