A Full Suite of Wealth Management Services

Veris helps you achieve your goals in life by providing comprehensive wealth management services with an emphasis on impact and sustainable investing.

Our Services


We provide the strategies to help you realize your financial goals and your vision for having positive impact with your wealth. We offer a full-range of investment and wealth management services. We coordinate with your professional advisors to ensure the smooth execution of your wealth management plan.

A Full Range of Expertise from a Highly Experienced Team


Inspired by the Possibilities

We know impact investing is more than capital allocation. It’s about your passion and vision for making the world a better place with your wealth. We’re as enthusiastic as you are about your future because we’re also committed to building a brighter future.

Connect with Us

Stay Informed

New York City

17 State Street, Suite 2450
New York, NY 10004

P: 212.349.4172
F: 917.720.8423


Portsmouth

1 Cate St. 4th Floor
Portsmouth, NH 03801

P: 603.319.1917
F: 603.244.3198

San Francisco

235 Montgomery St. Suite 850
San Francisco, CA 94104

P: 415.814.0580
F: 415.413.0685


Boulder

Niwot, CO 80503

P: 303.532.4181
F: 415.413.0685