Veris provides comprehensive wealth management to help you achieve your goals today and for generations to come. Research demonstrates that sustainable and impact wealth management strategies can perform as well or better than others. Sustainable and impact strategies may enable investors to address both market performance and social and environmental gain.
We offer objective and unbiased wealth management that balances risk and reward according to your specific objectives. Our commitment to authentic relationships and outstanding service is the reason our clients continue to refer friends and colleagues to us. In-depth research brief into the practice of making strategic investments in funds that help build wealth within communities that have been systematically excluded from economic success.
We offer objective and unbiased wealth management that balances risk and reward according to your specific objectives. Our commitment to authentic relationships and outstanding service is the reason our clients continue to refer friends and colleagues to us. In-depth research brief into the practice of making strategic investments in funds that help build wealth within communities that have been systematically excluded from economic success.
Services
We're passionate about helping clients have positive impact with their wealth today and into the future. Veris Wealth Partners is a wealth management firm founded in 2007 that serves individuals, families, and private foundations. We help clients achieve their financial objectives, while aligning their wealth with their values.
The Veris team helps clients by providing comprehensive wealth management services with an emphasis on impact and sustainable investing. A key part of the client experience at Veris is working with our highly experienced team. Our team is recognized as pioneers in impact investing and sustainability.
Veris helps you achieve your goals in life by providing comprehensive wealth management services with an emphasis on impact and sustainable investing. We provide the strategies to help you realize your financial goals and your vision for having positive impact with your wealth. We offer a full-range of investment and wealth management services.
Veris builds customized, well-diversified portfolios and has focused expertise in four thematic areas to help you have impact with your wealth. To meet the specific needs of individuals, families and private foundations, we will include investments from any or all of these areas. We're continually evaluating and incorporating new investment ideas that can be added to your portfolio.
Our values keep us focused on our mission: We utilize financial markets to direct capital to sustainable and regenerative endeavors. We work for the growing number of people who believe that they can create a positive impact in the world through their wealth. We believe in social and environmental justice and equity for all and strive to be unbiased in all of our actions.
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