The Veritas Group of TSG Wealth Management Logo

Customized Financial Solutions and Approaches

At The Veritas Group of TSG Wealth Management, we specialize in delivering comprehensive financial services and strategies tailored to the unique needs of individuals, families, corporations, endowments, and foundations. Our approach is built on a foundation of deep expertise and personalized attention, ensuring that we meet and exceed our clients’ expectations.

 

By developing a comprehensive understanding of our clients’ financial objectives, we can align our team’s capabilities and offerings to meet both current needs and future aspirations. Our strength lies in our ability to match clients with tailored services and strategies that enable them to navigate their complex financial requirements effectively. We offer a diverse range of solutions designed to address every aspect of our clients’ financial lives.

The Veritas Group Joins TSG Wealth Management, Expanding TSG's San Luis Obispo and Scottsdale Presence

The Veritas Group

Chris Corona | Managing Director | The Veritas Group of TSG Wealth Management
Chris Corona

Managing Director

Jeffrey Oetman | Managing Director | The Veritas Group of TSG Wealth Management
Jeffrey Oetman

Managing Director

Rob Nagle | Vice President | The Veritas Group of TSG Wealth Management
Rob Nagle, MBA

Vice President

Michelle Casper | Senior Registered Client Associate | The Veritas Group of TSG Wealth Management
Michelle Casper

Senior Registered Client Associate

Get In Touch With The Veritas Group To Learn More About How We Can Help You

    By clicking the 'Send' button below, you agree to be contacted by TSG Wealth Management and consent to be called or emailed back at the phone and/or email provided.

    Locations:

     

    San Luis Obispo
    1319 Marsh Street, Suite 100
    San Luis Obispo, CA 93401
    805.707.2993

     

    Scottsdale
    15169 N Scottsdale Rd., Suite 340
    Scottsdale, AZ 85254
    480.870.0400

    FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.