Setting the vision is the first step in our planning process that helps us better understand what drives our clients, what they value, and how they envision their future. Intended to be a collaborative discussion, we work through a series of discovery questions provided to clients in advance that dive deeper into four key areas: work, leisure, legacy, and concerns. This step in the process helps paint a picture that guides decision-making and planning solutions that fit each client’s individual needs and wants.
Verum Partners Featured in Charlotte Business Journal: Why This Segment of Wealth Advisors is on the Rise
Some of our team members recently had the opportunity to sit down with Symone Graham, a…
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…
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…