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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Advisors at this Office

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This Office

2333 Randolph Road, Suite 250 Charlotte, NC 28207 Phone: (980) 771-3999

Primary Office

2333 Randolph Road, Suite 250 Charlotte, NC 28207 Phone: (980) 771-3999