Veris Wealth Partners, LLC
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 Information90 Broad St. 24th Fl. New York, New York, 10004
phone: view phone212-349-4172
fax: view fax212-346-0084
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.
1% for Community: No
Account Minimums: $2 million
Compliance: Veris Wealth Partners, LLC (“Veris”) is an SEC Registered Investment Adviser.