5 /5 David Williams: We have worked with John and Summer for over 17 years. In that time he has taken the time to truly get to know us and our family, our risk tolerances and our life desires. He has worked closely with us as our financial needs have changed always helping us manage and achieve growth in savings while meeting objectives of a maturing family (college, first cars, new home, etc.). He has broad knowledge of a variety of investment alternatives to help meet the risk / return objectives and maintaining diversity in your portfolio. Since starting Veritas Legacy Wealth, his tool set has only grown as he provides us with new ways of monitoring what is happening in the portfolio as well as planning for a variety of outcomes in the future. It is really wonderful when you can call your wealth advisor a true friend.