April 20, 2014 8:03 PM ET

Capital Markets

Company Overview of Veris Wealth Partners, LLC

Company Overview

Veris Wealth Partners, LLC provides wealth management and investment advisory solutions to high net worth families, and their foundations and endowments. The company’s wealth management products and services include financial and wealth transfer planning, wealth counseling, estate and tax planning consultation, and investment portfolio planning and management, as well as philanthropy strategy, structure, and management. Veris Wealth Partners was incorporated in 2007 and is based in New York, New York.

90 Broad Street

24th Floor

New York, NY 10004

United States

Founded in 2007

Phone:

212-349-4172

Fax:

212-346-0084

Key Executives for Veris Wealth Partners, LLC

Partner
Compensation as of Fiscal Year 2013.

Veris Wealth Partners, LLC Key Developments

Veris Wealth Partners, LLC Presents at SRI Conference on Sustainable, Responsible, Impact Investing, Oct-28-2013 10:30 AM

Veris Wealth Partners, LLC Presents at SRI Conference on Sustainable, Responsible, Impact Investing, Oct-28-2013 10:30 AM. Venue: The Broadmoor, Colorado Springs, Colorado, United States.

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Recent Private Companies Transactions

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No transactions available in the past 12 months.
 

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