This website is limited to the dissemination of general information regarding the investment advisory services of Veris Wealth Partners, LLC (“Veris”) to United States residents residing in states where providing such information is not prohibited by applicable law. Veris does not offer its services to Individuals of the EU. Accordingly, the publication of this website is not be construed by as a solicitation to effect, or attempt to effect, transactions in securities. Nothing on this website is to be construed as the rendering of personalized investment, legal or tax advice. Veris does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Veris is an SEC registered investment adviser with a principal place of business located in San Francisco, California. Veris may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Veris will be initiated by a representative that is either registered, or qualifies for a corresponding exemption, in the state in which the client resides. For additional information pertaining to the registration status of Veris, please refer to the Investment Advisers Public Disclosure website at www.adviserinfo.sec.gov. A copy of the Veris’s current written disclosure brochure, as set forth on Part 2A Form ADV, discussing the firm’s business operations, services, and fees is available from Veris upon written request.
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