Veritrust Wealth Management

Business Details

Your Trusted Partner for Financial Planning Solutions

Veritrust Wealth Management is an independent financial services firm dedicated to providing experienced guidance and financial peace of mind to working professionals, families, and retirees. Our team of industry veterans, including certified financial planners and investment specialists, brings decades of combined experience to create tailored strategies that align with clients' unique goals and risk tolerance. We specialize in comprehensive financial planning, goals-based investment management, and specialized services such as retirement planning, college savings programs, and insurance solutions. Our approach emphasizes long-term asset allocation, minimizing risk while maximizing returns, and constant portfolio monitoring with strategic adjustments when necessary.

We collaborate closely with clients' existing professional consultants, including accountants and attorneys, to develop holistic financial strategies. With a deep understanding of retirement programs like 401(k)s, IRAs, and 403(b)s, we help clients optimize their financial resources across multiple life stages. Our commitment to transparency, ethical practices, and personalized service ensures clients receive reliable guidance for achieving long-term financial security.

Services

Retirement Planning Investment Management College Savings Programs Life Insurance Disability Insurance Estate Planning Retirement Distribution Planning 401(k) Management IRA Planning Long-Term Care Insurance

Highlights and features

We offer 19 years of industry experience with personalized financial strategies
Our team includes CFP professionals and industry veterans
We provide comprehensive services including retirement and investment planning
We focus on minimizing risk while maximizing returns
We collaborate with your existing advisors for holistic planning

Associations and certifications

Certified Financial Planner Board of Standards

Website

Update Listing

Services

Retirement Planning

Our retirement planning service helps clients prepare for their post-career years through strategic asset allocation and comprehensive income planning. We specialize in optimizing retirement accounts like 401(k)s, IRAs, and 403(b)s while considering tax implications and distribution strategies. With decades of combined experience, we create personalized roadmaps that ensure financial security while maintaining appropriate risk levels.

Investment Management

We offer goals-based investment management focusing on long-term growth with risk-appropriate strategies. Our approach avoids market fads in favor of diversified portfolios that balance risk and return potential. Continuous monitoring ensures timely adjustments while maintaining disciplined investment principles that help clients achieve their financial objectives through changing market conditions.

College Savings Programs

Our college savings specialists help families prepare for educational expenses through strategic investment vehicles like 529 plans. We provide comprehensive guidance on tax-efficient savings strategies while balancing college funding with retirement planning priorities. Our approach considers financial aid implications and helps clients navigate various education funding options while maintaining overall financial health.

Life Insurance

We help clients establish appropriate life insurance coverage as part of comprehensive financial planning. Our specialists evaluate term and permanent insurance solutions to protect loved ones while aligning with overall wealth management goals. We ensure adequate coverage amounts that provide financial security for dependents while considering tax implications and estate planning considerations.

Estate Planning

Our estate planning service focuses on preserving wealth for future generations through strategic asset distribution strategies. We coordinate with legal professionals to implement wills, trusts, and other instruments that minimize tax liabilities while ensuring clients' wishes are fulfilled. Our approach considers both financial and sentimental asset transfers while maintaining compliance with evolving regulations.

People

Katie Morris

Co-Founder, CERTIFIED FINANCIAL PLANNER

With 19 years of industry experience, Katie Morris co-founded Veritrust Wealth Management after graduating with financial expertise. She specializes in comprehensive financial planning and retirement strategies for working professionals and families.

Jim Snider

Co-Founder

A Chicago native and Northern Illinois University graduate, Jim Snider brings decades of financial services experience to Veritrust Wealth Management. His career spans multiple industry roles, focusing on client-centered financial solutions.

Rich Bentel

Wealth Advisor

Former banking professional Rich Bentel transitioned to wealth management, developing expertise in personalized financial solutions. He helps clients navigate complex financial decisions with practical, tailored strategies based on real-life needs.

Jennifer Odin Cavalier

Wealth Management Specialist

With over 15 years in wealth management, Jennifer Cavalier specializes in retirement planning and estate strategies. Her MBA and CRPC designation support her comprehensive approach to helping entrepreneurs and families achieve financial security.

Jason Snider

Investment Specialist

Jason Snider brings two decades of finance experience, including high-frequency trading expertise. He focuses on investment strategy development and portfolio management while applying technical market knowledge to client portfolios.

Questions

What financial planning services do you offer?

We provide comprehensive services including retirement planning, investment management, college savings programs, life insurance, disability insurance, and estate planning tailored to individual client needs.

How do you approach investment management?

Our approach focuses on long-term asset allocation with risk-appropriate strategies. We avoid market trends in favor of diversified portfolios that balance risk and return potential while continuously monitoring client assets.

Do you work with clients outside the Chicago area?

While based in Chicago, we serve clients nationwide through virtual consultations and digital planning tools while maintaining personalized service standards for all clients regardless of location.

How are your retirement planning services structured?

We create personalized retirement strategies using various retirement accounts like 401(k)s and IRAs. Our planning considers tax implications, distribution strategies, and risk tolerance to ensure financial security in retirement years.

What makes your college savings planning unique?

Our college savings specialists help families prepare through strategic 529 plans and other investment vehicles while balancing retirement planning priorities and considering financial aid implications.

How do you handle estate planning coordination?

We work with clients' legal professionals to implement wills, trusts, and other instruments that preserve wealth for future generations while minimizing tax liabilities and ensuring clients' wishes are fulfilled.