Veris Wealth Partners

Financial Services - San Francisco, CA, US

Veris Wealth Partners Employees
Casey Verbeck

Managing Director of Marketing and Business Development

Contact Casey Verbeck

Karen Walls

National Client Service Manager

Contact Karen Walls

Alison Pyott

Partner – Chief Client Service Officer & Senior Wealth Manager

Contact Alison Pyott

Leah Beattie

Senior Associate, Wealth Management

Contact Leah Beattie

Steve Fahrer

Partner, Senior Portfolio Strategist

Contact Steve Fahrer

Lori Choi

Partner, Sr. Wealth Manager

Contact Lori Choi

Roraj Pradhananga

Impact Investing Senior Research Analyst

Contact Roraj Pradhananga

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Veris Wealth Partners Senior Management
Casey Verbeck

Managing Director of Marketing and Business Development

Contact Casey Verbeck

Patricia Farrar-Rivas

CEO, Founding Partner

Contact Patricia Farrar-Rivas

Stephanie Rupp

CEO and Partner

Contact Stephanie Rupp

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Veris Wealth Partners Details

Veris Wealth Partners, LLC is a partner-owned, independent wealth management firm that specializes in impact and sustainable investing. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is based in San Francisco with offices in New York, Portsmouth, and Boulder. For information, call 415.815.0580, or visit www.veriswp.com.

Veris Wealth Partners logo, Veris Wealth Partners contact details
Website: veriswp.com
Employees: 20 - 49
HQ: 415-814-0580
Location: San Francisco, CA, US
Revenue: 2.5 - 5 Million
Financial Planning Portfolio Management Impact Investing Consulting Sustainable Investing Wealth Management ESG Investing Gender Lens Investing Community Wealth Building Social Justice B Corp Sustainable Agriculture Sustainable Sustainable Food Systems B2B B2C Financial Services Financial Advisory Services
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