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June 24, 2025

The State of Sustainable and Impact Investing

By Roraj Pradhananga, CIO, Veris Wealth Partners

Since the start of the second Trump administration, we have seen a series of rapid policy shifts (and reversals) and executive actions reverberate through the economy, the regulatory landscape, and the impact investing sector. From rollbacks of climate commitments and Environmental, Social, and Governance (ESG) disclosure rules to executive orders targeting diversity, equity, and inclusion (DEI) initiatives, many of which are being challenged in the courts, these changes are nevertheless reshaping how investors engage with risk, opportunity, and mission. Read More

Part II of our series featuring cybersecurity tips to prevent fraud and protect your private information.

June 18, 2025

More Cybersecurity Tips

Cybercriminals are using rapidly evolving technologies to find sophisticated new ways to commit fraud and theft. To help you protect yourself, Veris is sharing a series of posts offering simple and practical steps to help prevent hackers and cybercriminals from accessing your personal information and accounts. In this post we recommend five cybersecurity steps you can take to help secure your privacy, data, and financial assets.

Veris Wealth Partners has been selected as the winning firm in the Diversity in Wealth Management (Company) category of the Family Wealth Report Awards

May 13, 2025

Veris Wins Award for Diversity in Wealth Management

For the second year in a row, Veris Wealth Partners has been selected as the winning firm in the Diversity in Wealth Management (Company) category of the Family Wealth Report Awards.

Title: Q1 2025 Economic and Market update by Jane Swan and Roraj Pradhananga

May 5, 2025

Economic & Market Update: Q1 2025

By Jane Swan, CFA and Roraj Pradhananga, CIMA & CPA

The global economic landscape has shifted at a dizzying pace since our last update. In just three months, economists’ 12 month forward looking consensus on the probability of a U.S. recession soared from 22% in January to 65% following President Trump’s announcement of “Liberation Day” tariffs on April 2.¹ After a subsequent 90-day pause on most of these tariffs, recession odds dropped to around 45%. This ongoing policy uncertainty continues to weigh heavily on markets, undermining business and investor confidence.²

April 16, 2025

Cybersecurity Tips to Prevent Fraud and Protect Your Private Information

As technology evolves, cybercriminals are using new techniques to compromise their victims’ personal information, steal their identities, and commit fraud and theft. Veris is dedicated to protecting our clients from fraud and safeguarding your privacy and personal information. As part of our efforts, we will share a list of three simple and practical things you can do to help prevent hackers and cybercriminals from accessing your accounts.

Veris Wealth Partners, financial advisor to foundations, endowments and families, was selected as a finalist in five of the 2025 Family Wealth Report Awards: ESG Investing (Advisory), Impact Investing (Advisory), Diversity in Wealth Management (Company), Outstanding Contribution to Wealth Management Thought Leadership (Company), and Women in Wealth Management (Company Contribution).

March 24, 2025

Veris Wealth Partners named finalist for five 2025 Family Wealth Report Awards

Veris has been selected as a finalist in five of the 2025 Family Wealth Report Awards: ESG Investing (Advisory), Impact Investing (Advisory), Diversity in Wealth Management (Company), Outstanding Contribution to Wealth Management Thought Leadership (Company), and Women in Wealth Management (Company Contribution).