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

Investment Management

We create diversified portfolios that accomplish your financial and impact goals. Our asset allocation and diversification expertise helps you manage risk and maximize return. 

Financial Planning

Our financial planning expertise creates a roadmap to help you achieve all of your financial goals — transferring wealth across generations, retirement and college savings, and managing your philanthropic goals.

Seamless Coordination with Your Advisors

We work closely with your team of tax, estate planning and insurance professionals to coordinate the elements of your financial and philanthropic life.

Impact Across Generations

We bring together entrepreneurs, wealth creators and wealth holders to create a legacy of their own making. We understand the power of impact investing to connect families across generations.

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.