Founded in 2008 by Chad Hufford, Veritas Wealth Management is headquartered in Anchorage, Alaska, and in 2014 joined forces with PlanMember Securities to become Alaska’s first PlanMember Financial Center. As such, Veritas offers the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution designed to help individuals achieve a financially secure retireme
nt. Delivering a broad range of choice, including self-directed and professionally managed mutual fund portfolios and annuity options, the PlanMember Services Program meets client needs through three primary product platforms:
• 403(b), 457(b) and 401(k) Savings Programs
• Investment & Savings Program for IRA and Non-qualified Accounts
• The Retirement Income Program for Retiree Rollover IRAs and Non-qualified Accounts
At the helm of the firm is Mr. Hufford, a graduate of the University of Alaska where he earned his bachelor of science in chemistry. Chad holds his FINRA series 7 and 66 securities licenses, as well as life and health insurance licenses, and leads the team of Veritas Wealth Management financial professionals. An approved 403(b) provider for Alaska’s public schools,
Veritas is a full service financial services firm specializing in serving the needs of non-profit and for-profit employers and employees by providing:
• Retirement planning
• Pension analysis for public school employees
• Annuities
• College planning
• IRA/Roth IRA investments
• Mutual funds
• 401(k)/403(b) rollovers
• Life insurance
• Budget and debt reduction consultation
A lifelong resident of Alaska, Mr. Hufford and his team have an extensive understanding of the state’s Teacher’s Retirement System and the Public Employees Retirement System and have worked with both systems for many years. Veritas provides financial literacy education to help clients understand the importance of developing and staying true to a disciplined savings and investment plan over the long term.
