Veris Wealth Partners
Values. Wealth. Sustainability.
Veris Wealth Partners is a national sustainable wealth management firm with offices in Boulder, New York, Portsmouth, NH and San Francisco dedicated to aligning families’ and foundations’ financial objectives with their mission and values. They structure fully-diversified portfolios that aim to drive social and environmental change while bringing rigor and discipline to the investment process. They believe this approach represents today’s most sophisticated investment thinking.
Understanding the landscape of sustainable investing is a core Veris expertise. They strive to help their clients access superior investment and impact opportunities by leveraging their deep knowledge of relevant financial, environmental, social, and governance (ESG) issues.