Why Verum?

Whether you’re switching from another financial adviser, or exploring wealth management for the first time, we know the process can feel daunting, which is why our process is designed to give you the space to ask the tough questions. When changing course, you want to feel confident in your decision.

That’s why this first meeting is all about hearing you—your concerns, your goals, and your priorities.

You wouldn’t buy a new car without taking it for a test drive. We think partnering with a financial adviser should work the same way.

That’s why we want you to experience what it feels like to be a client for the day. We run a diagnostic of your current financial situation and share our thoughts on areas to improve. Leaving this meeting, our goal is for you to leave with tangible steps to raise the bar on your current financial picture.

Congratulations! You’ve just made a great decision that your future self will thank you for.

This decision comes with a bit of paperwork, but don’t worry, we’ve streamlined the process. We make it easy to hand over access to important documents, transition your investments, and set you up with the Verum Client Portal. We’ll be with you every step of the way to guide you, get you organized, and answer any questions as they arise.

We don’t make assumptions. During this collaborative discussion, we work through a series of discovery questions provided to you in advance that dive deeper into four key areas: work, leisure, legacy, and concerns. This step in the process builds the foundation for our partnership.

Planning is a process, not an event. As life unfolds, our partnership is there to support your evolving needs and co-create a strategy for the future.