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 Build Your Wealth With True Partners.

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“Verum” means “true”.  Are you ready for a true partner?

WHY CHOOSE VERUM?

There is a deeply rooted lack of transparency in the financial services industry. We are part of a new wave of advisers who believe it doesn’t have to be that way.

Verum Partners emphasizes open communication and operates as a fee-only independent advisory firm. Our collaborative, team-based model provides a sophisticated and approachable wealth management experience. By offering advice rather than products, we can focus our attention on your needs, goals, and vision.

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The Observatory

Explore the latest insights and observations from the Verum team and other industry experts.

Efficient Frontier

Efficient Portfolios: Understanding the Efficient Frontier in Portfolio Construction

Building an investment portfolio that is optimized for the long-term is both an art and a…
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Verum Partners Featured in Charlotte Business Journal: Why This Segment of Wealth Advisors is on the Rise

Some of our team members recently had the opportunity to sit down with Symone Graham, a…
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2024 Election Investment Guide: Lessons from History and Staying the Course

2024 Election Investment Guide: Lessons from History and Staying the Course

As the contentious 2024 election between Kamala Harris and Donald Trump nears its conclusion, many investors…
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CURIOUS TO LEARN MORE?

We are a sophisticated yet approachable, fee-only wealth management firm that caters to individuals and families through a team-based, ensemble service model. Employee-owned, Verum seeks to improve the lives of others by raising the bar on the wealth management industry.