Veris Wealth Partners

Veris Wealth Partners is a national sustainable wealth management firm dedicated to aligning families’ and foundations’ financial objectives with their mission and values. We structure fully-diversified portfolios that aim to catalyze social and environmental transformation while bringing rigor and discipline to the investment process.  We believe this approach represents today’s most sophisticated investment thinking and guides our process of identifying superior investment and impact opportunities for our clients. Veris Wealth Partners is an independent, owner-managed, SEC registered investment advisory firm with offices in New York, San Francisco, and Portsmouth. Veris joined INCR in 2009.