We are an independent, owner-managed, SEC-registered investment advisory firm. At Veris, we are deeply committed to helping our clients earn competitive investment returns while navigating the ever-expanding terrain of sustainable finance. We believe that considering a range of business, social, environmental, and economic factors that are not typically included in conventional financial analyses only strengthens investment decisions. We serve individuals, non-profits and foundations that care as much about performance as about using their wealth to positively impact society.

HQNew York, US
Size (employees)23 (est)-4%
Veris Wealth Partners was founded in 2007 and is headquartered in New York, US
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Veris Wealth Partners Office Locations

Veris Wealth Partners has an office in New York
New York, US (HQ)
2450 17 State St
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Veris Wealth Partners Financials and Metrics

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Veris Wealth Partners Online and Social Media Presence

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Veris Wealth Partners Blogs

What You Can Do To Address Climate Change

By Helene Marsh, Veris Client Climate change can be an overwhelming topic for any individual or community. So how can anyone make a meaningful difference? That’s the question my friend, Sarah Loughran, and I had been asking ourselves for several years. Today, supported by a concerted community effor…

Opportunity Zones

By Lori Choi, Partner “Opportunity Zones” are a hot topic in impact investing these days, but what are they and why might they be important for investors? Embedded in the new Tax Cuts and Jobs Act signed into law, December 2017, are provisions around “Opportunity Zones.” They ask governors of all st…

Equity Markets Regain Footing in Q2 2018

By Jane Swan, CFA, Partner After a rough start to 2018 in US financial markets, domestic equities are largely back on track. The charts below show the return for each asset class and highlight the strong return of US markets in the quarter. The losses of the first quarter were reversed. This wasn’t …

What’s Next In Community Wealth Building and Social Equality

By Luke Seidl The past 12 months have been a big opportunity for investors interested in Community Wealth Building and Social Equality. Judging by the growing number of product offerings, there will be many new ones in the next 12 months. In this blog, we highlight a few of the opportunities. The po…

Racial Parity in America: Making Progress, But Still A Long Way To Go

By Patricia Farrar-Rivas, CEO At the recent Confluence Philanthropy’s Practitioners Gathering, I couldn’t help but notice the growth of interest and attendance in the panels with a racial equity focus. I left the conference more emboldened than I have been in a while. The post Racial Parity in Ameri…

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