A Smarter Way to Invest


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.

Why Veris?

We offer a unique approach to wealth management. We enable you to achieve both your financial goals and your impact investing objectives.

  • We offer objective and unbiased wealth management that balances risk and reward according to your specific objectives.

  • Our clients benefit from our unmatched experience and network of investment solutions.

  • Our gender diverse team has a special emphasis on serving and empowering women investors.

  • Our commitment to authentic relationships and outstanding service is the reason our clients continue to refer friends and colleagues to us.

  • We are an independent, partner-owned firm.

Impact and sustainable investing can deliver social benefit and financial gain.

Companies that operate with sustainable business practices often have a competitive advantage in the marketplace that may translate into strong financial performance for investors.


Let’s Work Together

Veris works with individuals, families, and private foundations to align your wealth with your worldview. We’re a pioneering firm that can manage your wealth today and across generations.

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New York City

17 State Street, Suite 2450
New York, NY 10004

P: 212.349.4172
F: 917.720.8423


Portsmouth

1 Cate St. 4th Floor
Portsmouth, NH 03801

P: 603.319.1917
F: 603.244.3198

San Francisco

235 Montgomery St. Suite 850
San Francisco, CA 94104

P: 415.814.0580
F: 415.413.0685


Boulder

Niwot, CO 80503

P: 303.532.4181
F: 415.413.0685