The Observatory

Latest Insights from Verum

Verum Partners Named to Wealth Management’s RIA Edge 100 for 2026

Verum Partners has been named to Wealth Management’s 2026 RIA Edge 100, highlighting the firm’s sustained…
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iran 2026

Perspective in a Time of Conflict: Iran 2026

The Iran conflict in 2026 has disrupted global oil supply and shaken markets. Explore the impact…
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Three Phases of the AI Evolution

The global economy is being reshaped through a three-stage AI evolution: Foundation, Platform, and Transformation. From…
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roth vs. traditional

Roth vs. Traditional: More than Just Tax Brackets

A detailed analysis of Roth vs. Traditional contributions, including tax drag, investment discipline, and retirement withdrawal…
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Understanding 529 Plans: A Guide for Families

This guide covers what families need to know about 529 plans – from the fundamentals to…
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Verum Partners Named to Newsweek’s America’s Top Financial Advisory Firms 2026

Verum Partners has been featured in Newsweek’s America’s Top Financial Advisory Firms 2026 ranking. Learn what…
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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.