Our Values
We founded Veris to put capital to work with purpose while delivering superior investment performance.
Industry Leader and Pioneer
Veris Wealth Partners is a pioneering wealth management firm and a recognized leader in sustainable and impact investing. We are an independent, owner-managed, SEC-registered investment advisory firm with offices in New York, San Francisco and Portsmouth. We serve individuals, nonprofits and foundations that care as much about performance as about using their wealth to beneficially impact society. We believe superior investment performance and a positive impact are complementary parts of a holistic investment strategy. By combining traditional and sustainable investment strategies, we achieve each investor’s financial goals, while providing exceptional risk management and client service. Veris enables you to align your wealth and your worldview in order to make a positive contribution as you define it. We believe that “Sustainability Matters” and that those companies, families and foundations implementing responsible practices will lead the future.
Partners & Staff
Veris partners and staff are all driven by a shared desire to help our clients achieve their financial goals while contributing to a more just and sustainable world. We are a national company with a team of 15 professionals with deep experience at the intersection of financial performance, sustainability and impact.
Strategic Relationships
Veris Wealth Partners has established a select group of strategic relationships that allow us to better address the needs of our clients. We are proud of our close relationships with these leading organizations that are working towards a more sustainable future. Visit the links below to learn more.
Sustainability at Veris
As a business focused on sustainability, Veris is committed to reducing its own environmental impact and providing thought leadership and resources for our stakeholders interested in doing the same. In 2008, we launched an internal Sustainability Initiative. Its goals are to regularly evaluate the firm’s sustainability practices and to identify ways of further integrating wealth management, values, and sustainability.