About Us

We are a Hong Kong-based wealth advisory firm dedicated to helping households secure their financial future through tailored investment planning.

We envision a world where people are freed from the complexity of finance and truly empowered to flourish in life.

David

Lead Financial Advisor

With over 15 years of experience in wealth management, David specializes in helping clients navigate complex financial situations with clarity and confidence. His approach focuses on transparency and accountability, ensuring clients understand every aspect of their financial plan.

David founded Veritas after recognizing the need for a more client-centered approach to financial advisory. His vision of freeing people from financial complexity continues to guide our firm's philosophy and practices.

Our Approach

At Veritas, we believe financial advice should be straightforward and measurable. Our approach begins with understanding your unique situation, followed by creating a clear plan, and regularly measuring progress against your goals.

We track and measure the outcomes of our advice, holding ourselves accountable for the results. This commitment to transparency and accountability sets us apart in an industry often clouded by complexity and conflicts of interest.

Disclaimer

This website is owned and operated by Veritas Wealth Advisory, a Hong Kong-based wealth advisory firm. Our services are available to Hong Kong-based investors, excluding U.S. Persons.

Unless otherwise stated, all return figures shown are for illustrative purposes only, do not represent actual client or model returns, and are not indicative of future performance. Actual returns may vary significantly based on individual financial circumstances and market conditions. Investment involves risk, and the value of investments, as well as the income derived from them, may fluctuate and even become valueless.

Some statements on this website may be forward-looking and reflect current expectations or forecasts of future events. There is no guarantee that the conditions described will remain the same, and actual results may differ materially.

The information provided on this website is for informational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell any investment product or participate in any advisory service. It does not take into account your individual investment objectives, financial situation, or specific needs. You should carefully consider whether any investment strategy or product is suitable for you and seek independent financial advice if necessary.

All advertisements and promotional materials on this website have not been reviewed by the Securities and Futures Commission of Hong Kong or any other regulatory authority.