We're thrilled to be featured in Charlotte Business Journal’s “25 Stories to Watch in 2025.” Verum’s logo is prominently displayed alongside the article, “Why Wealth Management Firms Are on the Rise Locally,” which highlights the rapid growth within the Registered Investment Advisor (RIA) channel, a topic our team discussed with CBJ’s Symone Graham this past fall (read here).
As an independent, employee-owned firm, we’re proud to be part of this dynamic industry and are excited for what 2025 holds for the Charlotte market.
For CBJ members, we encourage you to read the full article to uncover more noteworthy stories happening in Charlotte this year.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. For additional information, please visit: https://verumpartnership.com/disclosures/
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