Lisa Vignola

Veritas Wealth Advisors

If you are not sure your portfolio is on track or don’t believe you have a proper financial plan in place, 𝐥𝐞𝐭 𝐦𝐞 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮. My purpose as your advisor is to educate and guide you through every stage of life. Together we can envision, plan, and work to achieve your goals whatever they may be. My team and I offer a holistic financial approach which means we analyze your whole situation, including what you value and what is important to you while taking into account your personal, professional, and financial goals.

My team and I, are an independent financial services firm not pressured by a parent company, therefore we are able to customize your plan based on what is the best fit for your specific needs now, and goals for your future. Whether it may be funds for your children’s education, assisting and ensuring you have the proper life insurance, or managing your investments, we can provide the guidance you deserve.

We work with affluent clients primarily within the South Florida area, which include Palm Beach, Broward, Miami-Dade, and Monroe Counties. I specialize in assisting professional 𝐰𝐨𝐦𝐞𝐧 and 𝐟𝐚𝐦𝐢𝐥𝐢𝐞𝐬, many of whom are 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬 or 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞𝐬.

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