​​Join the Veritas Team

As an independent financial professional, finding the right opportunity can be challenging.

If you’re ready to join a team in order to begin or grow your financial services practice, let’s talk. At Veritas Wealth Management, you’ll receive the kind of opportunities and support you’ve been looking for. Located in Anchorage, Alaska, our firm is part of the national network of independently owned and operated PlanMember Financial Centers, where independence is honored and encouraged. We enjoy the support and stability of a well-established infrastructure built to support financial professionals with extensive training, business development, technology, product development and operational excellence. And by affiliating with us, you’ll have access the industry’s most generous business succession program so that you and your beneficiaries can continue to earn income after you retire.

Marketing support that helps your practice and income grow

• Access a niche market of public schools, universities, nonprofit employers and employee prospects throughout Alaska. PlanMember’s turn-key business development approach is constructed to help grow your business, and assist you with your current business model.
• Gain experience from our local team approach. Veritas Wealth Management provides you with the opportunity to collaborate with peers and benefit from our training and support while enjoying the independence of owning your own book of business.
• Co-brand with PlanMember’s successful organizational brand strategy which includes exclusive access to marketing materials, financial literacy campaigns, web resources, and more.

Training, technology and a business model for success

• Access a wide variety of professionally managed mutual fund accounts, fixed and variable annuities, and other investment programs all consolidated on one platform, application, website and service center.
• Access PlanMember’s Marketing Department business development campaigns designed specifically for your local markets.
• Utilize innovative planning software, at no cost to you, designed to help clients create a “road map” to retirement.
• Receive your own customized website that links your clients to the Veritas Wealth Management homepage and provides access to account information, interactive planning tools, and educational material at no additional cost.

Support that sets you apart from the competition

• Receive local administrative assistance for processing all paperwork.
• Financial Professionals enjoy a toll-free service center staffed with highly trained, securities licensed professionals qualified to handle client and advisor inquiries.
• Take advantage of our retirement strategy for financial professionals that is designed to grow and streamline your practice AND could provide income for up to 20 years after retirement, disability or death (payable to beneficiaries).