Veritas Private Wealth Management Group
New York, NY
The foundation of our client relationships will always be excellence, discipline and integrity.
Veritas Private Wealth Management Group
New York, NY
Veritas Private Wealth Management Group
New York, NY
Veritas Private Wealth Management Group
New York, NY
Veritas Private Wealth Management Group
New York, NY
The foundation of our client relationships will always be excellence, discipline and integrity.
We provide highly-customized, financial planning strategies for executives and their families including: Investment Portfolio Design & Implementation, Cash Flow Projections with Probabilistic Forecasting, Executive Compensation & Stock Option Analysis, Concentrated Stock Monetization & Hedging Strategies, Income Tax Minimization & AMT Optimization, Wealth Transfer & Protection, Estate Tax Minimization, Retirement & Estate Planning, Liability Management & Financing, Trust & Philanthropic Services, and Life Insurance.
Recent Insight
Meet our Team
Alexandra Chan
Investment AnalystCole Sonner
Client Relationship ManagerPrior to Coleman Research, Cole studied International Politics and Economics at Wake Forest University in North Carolina. In his spare time, he enjoys trying new restaurants, going to see the Mets, and spending time with his family’s two dogs, Stella and Ruby.
Michael Bird, CFP®
Partner, Managing DirectorJoe Raieta, CFA®
Partner, Managing DirectorPress
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Snowden Lane Partners Included in Barron’s 2020 Top 100 RIA Firms Ranking
September 2020 - Press Release
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Jesse Clinton, CFP®, CRPC, MBA
Partner, Managing Director, VERITAS Private Wealth Group at Snowden Lane Partners
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Snowden Lane Partners Makes Financial Times 300 Top RIAs List for Fifth-Straight Year
June 2019 - Press Release
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Bitcoin poses awkward dilemma for wealth managers
June 2018 - Financial Times
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Talking ESG: Three Starter Questions for Every Generation
November 2016 - WealthManagement.com
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Covered Calls Saintly During Market Tumult Says Snowden Lane’s Clinton
September 2015 - TheStreet.com
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Stick With Value Stocks, Covered Calls in Slippery Market
February 2016 - TheStreet.com
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Why a Covered Call Strategy Is Perfect for Today’s Choppy Market
May 2015 - TheStreet.com
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Goodbye Brazil & Russia! India and China are the Best BRICs to Buy
December 2014 - The Street
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Snowden Lane Picks Up $270M Merrill Duo
October 2014 - Think Advisor
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Clinton Pedrena Group Joins Snowden Lane Partners’ New York City Office
October 2014 - Press Release
Veritas Private Wealth Management Group
540 Madison Avenue
9th Floor
New York, NY 10022
(646) 218-9280