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.

Create Impact

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.

Veris strives to provide the most up-to-date research in the field of impact investing

Follow the links below to read our most recent proprietary research

September 2021: Veris Wealth Partners
Community Wealth Building Research Brief
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.

Download Report

November 2020: Veris Wealth Partners
2019-2020 Impact Report
It is with much gratitude that we share Veris Wealth Partners latest firm wide Impact Report. The report summarizes key developments around the world of ESG and impact investing.

Download Report

October 2020: Veris Wealth Partners
The Convergence of Regenerative Agriculture, Forestry and Climate Solutions
A quiet, interconnected revolution is remaking Agriculture, Forestry and Climate Change Solutions. These ideas are among the most transformative of the past 50 years. They are prompting a re-evaluation of long-standing business practices in agriculture and forestry, with the goal of more effective allocation of resources and protection of the environment.

Download Report

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.

Learn More

As Featured In

Latest Insights

Read More
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Consent to display content from Youtube
Consent to display content from Vimeo
Google Maps
Consent to display content from Google