Veris Wealth Partners

Veris Wealth Partners is a different kind of wealth management firm. We help individuals, families, and private foundations maximize their wealth while achieving meaningful social and environmental impact. Founded in 2007, we have over 15 years of experience guiding clients towards a more purposeful financial future.

Our Mission

Our mission is to empower clients to achieve their financial goals and make a positive impact on the world through sustainable and responsible investing. We believe wealth can be a powerful tool for change, and we are committed to helping our clients leverage their financial resources to create lasting positive change.

Why Choose Veris?

We offer a unique approach to wealth management, characterized by:

• Impact Investing Expertise: We apply sustainable and impact investing expertise across public and private markets to deliver market-competitive returns alongside positive societal and environmental outcomes.
• Client-Centered Approach: We prioritize understanding your unique values, goals, and risk tolerance to build a personalized portfolio that aligns with your purpose.
• Distinguished Team: Our team comprises experienced professionals with deep expertise in impact investing, traditional finance, and client service.
• Gender Diversity: We are committed to building a diverse and inclusive team, reflecting the diversity of our clients and the communities we serve.

Our Services

We offer a comprehensive range of services to meet the diverse needs of our clients, including:

• Impact Portfolio Management: We collaborate with clients to create personalized portfolios that maximize returns while achieving specific impact goals across environmental sustainability, social justice, and gender equality.
• ESG Consulting: We guide clients in integrating environmental, social, and governance considerations into their investment strategies.
• Family Office Services: We provide comprehensive wealth management services for families, including estate planning, tax optimization, and philanthropy guidance.
• Impact Measurement & Reporting: We track and report on the environmental and social impact of our clients' investments, providing transparent insights on their positive influence.

Building a More Equitable Future

Veris Wealth Partners is proud to be a certified B Corporation, demonstrating our commitment to social responsibility and environmental sustainability. We believe in fostering a more equitable future through our work and inspiring others to do the same.