Veris Wealth Partners, Llc

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Description

  • Veris Wealth Partners, LLC is a pioneering wealth management firm, a recognized leader in sustainable and impact investing, and was recently named to B-Corp's list of companies voted Best for the World. We are an independent, owner-managed, SEC-registered investment advisory firm with offices in New York, San Francisco and Portsmouth, New Hampshire. We serve individuals, non-profits and foundations that care as much about performance as about using their wealth to positively impact society. We believe superior investment performance and a positive impact are complementary parts of a holistic investment strategy. By combining traditional and sustainable investment strategies, we achieve each investor's financial goals, while providing exceptional risk management and client service. Veris enables you to align your wealth and your worldview in order to make a positive contribution as you define it. We believe that Sustainability Matters and that those companies, families and foundations implementing responsible practices will lead the future.
  • location

    Headquarters:235 Montgomery Street Suite 850, San Francisco, California, United States

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  • Veris Wealth Partners, Llc phone

    Phone Number: +1 415-814-0580

  • Veris Wealth Partners, Llc website

    Website: http://www.veriswp.com/

  • Veris Wealth Partners, Llc employees

    Employees:22

  • Veris Wealth Partners, Llc revenue

    Revenue:$1 - 10M

  • Veris Wealth Partners, Llc legal name

    Legal Name:Veris Wealth Partners, Llc

  • Veris Wealth Partners, Llc's Social Media

    Veris Wealth Partners, Llc linkedin Veris Wealth Partners, Llc twitter
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  • |  NAICS Code: 523110  |

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Partner for Veris Wealth Partners, Llc

Anders Ferguson

Partner

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View Employees

Anders Ferguson

Partner

Andy Ferguson

Partner

Lori Choi

Partner, Senior Wealth Manager

Casey Verbeck

Managing Director Of Marketing And Business Development

Jr Formanek

Director Of Operations, Esg Ria

Frequently Asked Questions regarding Veris Wealth Partners, Llc

  • Where are Veris Wealth Partners, Llc's Headquarters?

    Veris Wealth Partners, Llc's Headquarters are in 235 Montgomery Street Suite 850,San Francisco,California,United States

  • What is Veris Wealth Partners, Llc's phone number?

    Veris Wealth Partners, Llc's phone number is +1 415-814-0580

  • What is Veris Wealth Partners, Llc's official website?

    Veris Wealth Partners, Llc's official website is http://www.veriswp.com/

  • What is Veris Wealth Partners, Llc's Revenue?

    Veris Wealth Partners, Llc's revenue is $1 - 10M

  • What is Veris Wealth Partners, Llc's NAICS code?

    Veris Wealth Partners, Llc's NAICS code is 523110

  • How many employees are working in Veris Wealth Partners, Llc

    Veris Wealth Partners, Llc has 22 employees

  • What is Veris Wealth Partners, Llc's Industry?

    Veris Wealth Partners, Llc is in the industry of Financial Services

  • Who is Veris Wealth Partners, Llc's Partner?

    Veris Wealth Partners, Llc's Partner is Anders Ferguson

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