I’m Troy Knighton, CPA, the founder of Veritas Wealth Management.

My dedication to working on complicated tasks efficiently and effectively allows me and my clients to spend more time doing the things we love. As a devotee of the outdoors and family, I strive to live a life of adventure. My wife Melissa and I enjoy traveling and camping with our two daughters, whom we are currently homeschooling through a global lens. When I am not helping people avoid costly financial mistakes, you can find me mountain biking, rock climbing, or backcountry touring with my split-board.

Sitka, Alaska - 2018

Maiden Family Dive Trip – Island of Bonaire – 2019

What I Can Do for You

I am a multifaceted advisor who helps individuals, families, and businesses achieve long-term financial goals. I work with a variety of entities including trusts, partnerships, not-for-profit organizations, and retirement plans. As a Certified Public Accountant, I am particularly well qualified to assist clients with complex tax and estate planning needs.

You do not have to be a Certified Public Accountant to be a financial advisor, but there are significant advantages to having an extensive knowledge of the tax code when doing financial planning.

My clients are primarily concerned about their returns after taxes. As part of my tax-oriented planning, I deal with tax related issues every step of the process. These include:

  • Deduction of investment expenses

  • Tax-efficient investing
  • Taxes on the sale of a home
  • Tax-efficient withdrawals

  • Tax rules applicable to retirement accounts

  • Taxation of social security benefits

  • Life insurance and annuities

  • Tax treatment of various types of investment income

  • Taxation of mutual fund distributions

  • Tax implications of a divorce

  • Estate and gift tax considerations

  • Tax-savvy use of trusts

  • Tax-free savings for education

Tax Expertise

My CPA training and continuing education give me the expertise to defer, minimize or eliminate taxes for my clients where possible.

Evidence Based Investing

I advocate a sound, academically based approach to managing wealth called evidence-based investing.

Investment Advisor

As a registered investment advisor, I am legally bound to operate solely in your best interest.

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Veritas Wealth Management – Your Comprehensive Wealth Management Firm

As Troy Knighton, CPA, and founder of Veritas Wealth Management—a CPA-led comprehensive wealth management firm based in Salt Lake City—I have the unique privilege of integrating my profound expertise in accounting and finance to guide my clients through the complexities of wealth management, tax-efficient investing, estate planning, insurance, and more. My firm is not just a wealth management firm; it’s a sanctuary where long-term financial security and prosperity are crafted meticulously.

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