A Full Suite of Investment Advisory and Financial Planning Services

Veris seeks to help our clients achieve their financial and impact goals. 

Investment Opportunities

We are always looking for new impact focused products across asset classes that are intentional in the investment approach.

If you are a fund manager with an intentionally impact-focused and/or ESG integrated opportunity you believe would be a good fit for Veris Wealth Partners, please share details about your opportunity via Opportunity Vault on the Diligence Vault platform. If you have questions about how to set up your account, please read Opportunity Vault for Managers FAQ.

After you submit your information through Opportunity Vault, our Research Team will review your application and if we are interested in learning more, we will reach out for additional fund details and next steps.

All Other Inquiries

To ask for information about Veris, or to inquire about becoming a client, please send us a message through the form below or email us at info@veriswp.com.