Lewis, Terry K
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Veritas Financial Strategies LLC, based in Edina, Minnesota, specializes in providing innovative financial strategies tailored for private companies, executives, and high-net-worth families. Founded by Terry Lewis in 1980, the firm is rooted in principles of truth, honesty, and transparency, ensuring clients' wealth is managed with the utmost care and integrity.
The team at Veritas is dedicated to risk shifting, asset protection, wealth accumulation, and tax minimization, fostering deep trust and a familial approach in their client relationships. As a registered representative and financial adviser associated with New York Life Insurance Company, Veritas offers comprehensive financial solutions while adhering to the highest professional standards in the industry.
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