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Plan for Your Goals

Plan for Your Goals

We merge the vision and the details to build a long-term road map for retirement, education, and major purchases. We’ll explore and stress-test different scenarios to answer questions like “How much should we be saving?” and “Are we on the right track?” We fine-tune and adjust this planning over time, acting as a guide through unpredictable markets and changing circumstances to keep your family on track.

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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.