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 distinguished 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

2022 Impact Report

November 2022: Veris Wealth Partners
2022 Impact Report
Our 2022 report demonstrates our investment themes in action while detailing the results of our work in shareholder activism, our efforts to dismantle obstacles to diversity, equity, inclusion, and belonging within our firm and across our industry, and much more.

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Impact Report

December 2021: Veris Wealth Partners
2020-2021 Impact Report
In recognition of the pressing challenges, we face globally and emerging opportunities to create greater positive impact, the overarching theme of this year’s report is The Time is Now. The theme is also an acknowledgement that time is, as said by our CEO Stephanie Cohn Rupp in her introduction to the report, “the greatest scarcity of all.”

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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.

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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.

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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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