NYC, San Francisco, Portsmouth, – Veris Wealth Partners, an independent, woman-led impact wealth management firm, won two Wealth for Good Awards and the firm’s Co-founder and Chief Investment Officer Michael Lent was honored for Outstanding Individual Contribution in Wealth for Good.
By Sandra Guerrero, Advisor
For most of their lives, my mother and father worked in the services sector. Driven by their desire to leave a financial legacy for their children and grandchildren, my parents were motivated to learn new skills to acquire and grow wealth. They saved money, sought out learning opportunities, and ventured into real estate. Motivation plus access to financial education gave them the tools they needed to use their hard-earned money to build wealth.
On April 10th, 2023, New Hampshire Governor Chris Sununu signed Executive Order 2023-03, which expresses anti-ESG views and mandates that “Executive branch agencies shall prioritize investment decisions that maximize financial returns and minimize risk.” Veris CEO Stephanie Cohn Rupp wrote the following letter to Governor Sununu in response. As of May 16, 2023, we have not yet received a reply.
NYC, San Francisco, Portsmouth, – Veris Wealth Partners, an independent, woman-led, B Corp certified impact wealth management firm, has been selected as the winner in the Best ‘ESG Investing (Advisory)’ category at the Tenth Annual Family Wealth Report Awards.
March 31st is Transgender Day of Visibility. Today, we celebrate the transgender and gender-expansive community, honor the contributions of transgender individuals to society, and work to raise awareness of the challenges and discrimination that trans and non-gender conforming people face every day.
The US hit the debt ceiling on January 19th of 2023. As of today, Congress has not yet voted to raise the debt limit, which it must do before it can borrow the additional funds necessary to pay for its approved budgeted spending (not unapproved future spending) on everything from salaries for military personnel to crucial social programs like Social Security and Medicare.¹
