Leading the Way in Impact Investing

We’re passionate about helping clients have positive impact with their wealth today and into the future.

Who We Are

Veris Wealth Partners is a wealth management firm founded in 2007 that serves individuals, families, and private foundations. We help clients achieve their financial objectives, while aligning their wealth with their values.

Why People Choose Us

We help clients manage and preserve their wealth across generations by investing in companies focused on sustainability and Environmental, Social and Governance (ESG) principles.

We believe companies committed to these practices can deliver competitive market performance, while mitigating risk for investors.

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Our Commitment to Equity, Diversity, and Inclusion

  • Building a more just, equitable, and sustainable world – for all humanity – is our driving vision at Veris Wealth Partners.
  • We are committed to fostering and growing a more inclusive economy, expanding economic and financial access, and empowering historically marginalized communities. We believe that diversifying who sits at the decision-making table is key.
  • Justice, equity, diversity, and inclusion must touch every aspect of our work: how we hire and create a culture of belonging, how we select vendors, and how we invest. This is a ceaseless effort, and we pledge to remain unrelenting and accountable as we strive to transform ourselves and our industry in the pursuit of our vision.

Read The Veris Interview with Leaders in Impact Investing

The Veris Interview is a series of Q&As with leaders in impact investing. These conversations are intended to share ideas about creating a more sustainable and equitable world.

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