Privacy Policy

Effective Date: April 18, 2026

Veritas Wealth Advisors, LLC ("Veritas," "we," "our," or "us") is committed to protecting the confidentiality and security of our clients’ non-public personal information. This Privacy Policy describes how we collect, use, and safeguard your information in accordance with applicable federal and state regulations.

Information We Collect

We may collect non-public personal information about you from the following sources:

• Information you provide on forms, questionnaires, or communications (name, address, email, financial details, etc.)
• Information about your transactions with us or others (account balances, investments, withdrawals)
• Information collected through our website such as contact forms or email inquiries

How We Use Your Information

• Provide investment advisory and financial planning services
• Maintain and service your accounts
• Communicate with you
• Comply with legal and regulatory requirements

Sharing of Information

We do not sell or rent your personal information. We may share information only as permitted by law, including:

• Service providers (custodians, attorneys, accountants, etc.)
• Affiliated entities as needed
• Regulatory authorities or legal processes
• Fraud prevention and security purposes
• With your consent

How We Protect Your Information

We maintain physical, electronic, and procedural safeguards designed to protect your personal information. Access is limited to those who need it to perform their duties.

Cookies and Website Tracking

Our website may use cookies or basic analytics tools to improve functionality. These do not collect sensitive financial information. You can disable cookies in your browser settings.

Your Rights

You may request access to your personal information and request corrections by contacting us.

Policy Updates

We may update this policy periodically. Updated versions will be posted on this page.

Contact Us

Veritas Wealth Advisors, LLC
17609 W. Lakeway Dr.
Baton Rouge, LA 70810
Phone: (225) 751-1899
Email: anicolich@veritaswealth.com
Website: www.veritaswealth.com