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.

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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.

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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

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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The December 2019 passage of the SECURE Act may feel like ancient history, but its effects resonate within a few key financial planning issues relevant to investors today. In this blog we will highlight some of the major changes between year-end retirement and financial planning issues.

The Money Talk: Talking to Your Children About Money

There is no single best way to talk to your children about money, but many experts agree that a series of age-appropriate conversations are better than THE one big money talk. This includes weaving money conversations and lessons into everyday life to help your children build perspective, skills, and confidence.

There is a Strong Business Case for Racial Equity, But Investors Must Look Beyond the Data

George Floyd was murdered by a white police officer on May 25th, 2020- just a few days before the anniversary of the Tulsa Massacre on June 1st. On that day in 1921 a white mob attacked, burned, and bombed Tulsa’s Greenwood District; a thriving Black business area known as Black Wall Street. Hundreds of Black Tulsans were murdered and over thirty-five city block of homes and businesses were destroyed. 

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