The Observatory

Latest Insights from Verum

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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Tax Planning vs. Tax Compliance

Understanding tax planning vs. tax compliance can make a significant difference in your financial strategy.
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Tax Landscape Ahead

Big tax changes are on the horizon as the Tax Cuts and Jobs Act (TCJA) is…
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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.