Planning around taxes is paramount. We use prior years as a guide to design a forward-thinking tax-efficient strategy and use this to optimize your portfolio as well as year-to-year tax minimization techniques. Taxes impact everything: from retirement plans, to gifting and estate planning, to equity and deferred compensation. Together with your CPA, we generate and vet ideas that balance immediate and long-term benefits for you and your family.
Explore the latest insights and observations from the Verum team and other industry experts.
Two Things You May Not Know About Your Trust: Power of Appointment and HEMS
A trust can hold more surprises than most families expect. Buried provisions like a power of…
2026 Annual Wealth Management Letter
Once a year, we want to step back from the details, from the spreadsheets, the projections,…
Verum Partners Featured in USA TODAY’s “Best Financial Advisory Firms 2026”
We're honored to be included in USA TODAY's 2026 list of Best Financial Advisory Firms.