Phoenix-Veritas Wealth Management provides financial education and consulting services to individual investors. The firm publishes educational content through its website, YouTube, Coursera, TikTok, and Instagram, covering topics such as budgeting, global financial markets, investment decision-making, portfolio construction, trading strategies, risk management, and economic conditions. For clients seeking personalized advice, Phoenix-Veritas offers consultations to help determine financial objectives, manage cash flow and liquidity, and address tax, insurance, retirement, and estate planning needs. Phoenix-Veritas does not hold client funds, manage investments directly, or make trades on behalf of clients. Instead, the firm operates purely in an advisory capacity, allowing clients to maintain full control over their assets. If clients require active portfolio management, Phoenix-Veritas can refer them to other registered investment advisors without accepting referral fees. The firm was founded in 2025 and is led by Joseph A. Iraci.
Fee Structure
- Hourly financial consulting — $100 per hour for advice on financial objectives, cash flow, tax and insurance planning, retirement, and estate planning.