Verum Partners
Verum Partners seeks to raise the bar on the wealth management industry by providing sophisticated yet approachable, fee-only wealth management through a team-based, ensemble service model. We provide comprehensive financial planning, investmentment management, and tax planning services for our clients.
Clients of the firm include investment industry professionals (i.e. asset management, PE, and private real estate), executives with LTIPs and stock compensation, business owners planning for an eventual exit, and wealthy families with generational planning needs.
Whether you're switching from another financial adviser or exploring wealth management for the first time, we know the process can feel daunting, which is why our process is designed to give you the space to ask the tough questions. When changing course, you want to feel confident in your decisions. That's why our first meeting is all about hearing you - your concerns, your priorities, your questions. Reach out to start the conversation.
Visit our website or find us on LinkedIn to get to know our team and who we work best with.