A complete list of active advisors currently associated with Veris Wealth Partners, LLC

Warmer can help you find a great advisor at Veris Wealth Partners, LLC or one who fits your needs even better.

Veris Wealth Partners advises endowments, foundations, high‑net‑worth individuals, and families, providing investment management, financial planning, OCIO and consulting services on both discretionary and non‑discretionary bases. The firm also offers educational programs and IPS drafting for institutional clients such as foundations and endowments. Veris’ investment approach centers on sustainable and impact investing with ESG integration across asset classes, using a goals‑based process (Spending Reserve, Glide Path, and Sustaining Allocation) and seven model risk profiles to align liquidity needs with long‑term growth. The firm typically implements portfolios via third‑party managers and a detailed due diligence process that explicitly incorporates an Inclusion and Belonging framework to assess manager practices and impact outcomes. Distinctively, Veris sponsors and advises private pooled vehicles, most notably the Veris Global Sustainability Fund (VGSF), managed by its wholly owned subsidiary Veris Global Sustainability Management, LLC (VGSM), and offers private placements, community impact notes and CDFI investments as part of client solutions. The brochure discloses that Veris waives its advisory fee on client assets invested in VGSF while acknowledging the potential conflict of interest where management of pooled vehicles could lead to different compensation outcomes.

To learn more about the advisors currently working at Veris Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.