The Observatory

Latest Insights from Verum

Efficient Portfolios: Customization to Suit Your Needs

Discover how personalized, efficient portfolios help align your investments with your goals, risk tolerance, and life…
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Verum Partners Featured in Charlotte Business Journal Lists

We're excited to announce that Verum Partners has been named to Charlotte Business Journal's list of Charlotte's…
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family-finances

Family Finances: Tips for Talking About Your Estate with Family

Verum Partners always encourages being proactive about financial planning and your estate - including talking to…
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Verum Partners Featured in USA TODAY’s “Best Financial Advisory Firms”

We're honored to be included in USA TODAY's list of Best Financial Advisory Firms.
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The Future of Wealth Management: Embracing the Fee-Only Model

Discover how the future of wealth management is evolving and why fee-only, fiduciary RIAs are setting…
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Liberation Day – Let the Trade Games Begin, May the Odds Forever Be in Your Favor

Building an investment portfolio that is optimized for the long-term is both an art and a…
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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.