After several years in the financial industry, Margaret Wittkopp left a successful career in a large brokerage firm (one that has offices all over the USA and around the world) to found Veritas Financial Services. Veritas is "truth" in Latin.
Margaret could have remained where she was and done quite well for herself. Instead, she has taken risks to do things in a very different manner, partly because she discovered she had been taught some popular Wall Street myths by the financial industry. Margaret was determined to tell her clients the TRUTH.
Would you like to hear more about what happened to Margaret? Check out this ten minute video, an interview with Mark Matson, where Margaret reveals that what turned her in a different direction was discovering the hidden costs she was unknowingly passing on to her clients.
So do you know the hidden costs in YOUR portfolio? Do you know how to find out? (Hint: your financial advisor probably doesn't know and can't tell you.)
Are you ready to explore a different way?
Call us toll-free at 920-893-5262, or email Margaret at margaret.wittkopp@veritasinvesting.com to find out how you can request an analysis of your current portfolio, including your actual costs.
