Veris Wealth Partners

Veris Wealth Partners is a fiduciary investment advisor and wealth management firm that helps families, foundations, and endowments align their portfolios with their values or mission. The firm works across public and private markets, offering financial planning, portfolio construction, and outsourced chief investment officer (OCIO) services focused on impact investing. Veris has been building impact-focused portfolios since 2007.

The firm typically works with families and individuals who have at least $5 million in investable assets, and with foundations and endowments holding at least $10 million, with assets custodied in the United States. Smaller prospects can still submit an inquiry through the contact form. Veris has offices in Oakland, New York City, Portsmouth, Philadelphia, and Denver, and serves clients across the country.