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.
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 working towards a more sustainable future. Visit the links below to learn more.
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 identify ways of further integrating wealth management, values, and sustainability.