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MEMBER PROFILE

 

Jared Todd

Veritas Private Wealth Management

 

Member profile details

Membership level
Nashville Individual
First name
Jared
Last name
Todd
Title
Managing Director
Company
Veritas Private Wealth Management
XPX Chapter Email Lists
  • Nashville News & Events
 

CONTACT INFORMATION

City
Franklin
State
Tennessee
 

PROFILE INFORMATION

Call me when
Your client is a business owner thinking about a sale or acquisition. The steps taken before LOI is signed can have a huge impact after the sale is closed.
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Sell side/Divestiture
  • Trusts
Client Industry(ies)
  • Financial Services
Professional Certification(s)
CPWA
In Business Since
2015
How to contact
jared@veritaspwm.com
Website
veritaspwm.com
Business Focus
Pre-LOI planning and bespoke, institutional-level investment management. Our firm's positioning in the market grants us access to tools that other wealth managers don't have.
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