Verum Partners
Verum Partners is a sophisticated yet approachable, fee-only wealth management firm that caters to individuals and families through a team-based, ensemble service model. Employee-owned, Verum seeks to improve the lives of others by raising the bar on the wealth management industry.
Clients of the firm include: investment industry professionals, business owners planning for an eventual exit, corporate executives with LTIPs and equity compensation, and wealthy families with generational planning needs.
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