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.
Veritas Wealth Management - Your Advisor
Sitka, Alaska - 2018
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
My CPA training and continuing education give me the expertise to defer, minimize or eliminate taxes for my clients where possible.
I advocate a sound, academically based approach to managing wealth called evidence-based investing.
As a registered investment advisor, I am legally bound to operate solely in your best interest.
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