Veris Wealth Partners is an independent wealth management firm founded by five partners who share a deep conviction in the interdependence of values and wealth.  We believe managing that interdependence with knowledge and wisdom delivers benefits for individuals, companies, and society.

We work on a very personal and collaborative basis with our clients to understand their complete life circumstances. We integrate that understanding into a customized plan, tailored for the full range of our clients' wealth needs.  Our process takes a holistic perspective, integrating our clients’ personal values and life experiences with sustainability research, and rigorous financial analysis to deliver unique, comprehensive wealth management solutions.

Veris Wealth Partners is an SEC registered investment advisory firm.