Constellation-Background

Getting Organized

Getting Organized

One member of a couple or family is often the sole person managing finances. That is an overwhelming weight to hold alone. We help relieve that burden by getting families on the same page while consolidating information so that we can provide holistic financial advice. The sheer volume of financial accounts and details is a lot to keep track of. We aggregate financial data over time and fill in gaps as we discover them. You will be able to see your whole financial life in one place with our client portal, and store copies of documents in the electronic vault. We will continue to help you stay organized well beyond this initial step, because when we pull together a family’s complete picture, we’re able to give our best advice.

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The Observatory

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

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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Hurricane Helene: Relief Efforts, Financial Support and Property Damage

Hurricane Helene: Relief Efforts, Financial Support and Property Damage

As we cope with the aftermath of Hurricane Helene, Verum Partners wants to offer our expertise…
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Retirement Withdrawal Strategies

Retirement Withdrawal Strategies

There comes a time when investors transition from the accumulation phase of building up assets to…
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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.