Veris Wealth Partners, LLC

Overview

A wealth management firm that serves individuals and foundations that care as much about performance as about
using their wealth to positively impact society.

Contact Information

90 Broad St. 24th Fl. New York, New York, 10004

phone: view phone212-349-4172

fax: view fax212-346-0084

website: http://www.veriswp.com

Photos

Description

Named to B Corp’s list of companies voted “Best for the World,” Veris Wealth Partners, LLC is an independent wealth management firm dedicated to aligning families’ and foundations’ financial objectives with their missions and values. Understanding the landscape of sustainable investing is a core Veris expertise. We strive to help our clients access superior investment and impact opportunities by leveraging our deep knowledge of relevant financial, environmental, social, and governance (ESG) issues.

Extra fields

1% for Community: No

Account Minimums: $2 million

Compliance: Veris Wealth Partners, LLC (“Veris”) is an SEC Registered Investment Adviser.

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