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.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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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