Veris Wealth Partners is an independent, majority-women-led, partner-owned investment advisory firm founded in 2007 that provides fiduciary wealth management, financial planning and outsourced chief investment officer (OCIO) services to high-net-worth individuals, families, foundations and endowments. The firm specializes in sustainable, ESG-integrated and impact investing, aiming to align clients' financial objectives with social and environmental goals.
Typically supports policies that expand sustainable and impact investing, improve ESG disclosure and reporting standards, clarify fiduciary duty to allow ESG integration, strengthen corporate governance and shareholder engagement mechanisms, promote climate and clean-energy finance, and advance diversity, equity and inclusion in financial services and mission-driven investing.
Primarily fee revenue from assets under management and advisory/professional services (AUM and consulting fees).
Prominent individuals and affiliations include co-founders Michael Lent and Patricia Farrar-Rivas and senior partners at Veris; the firm is accredited as a Certified B Corporation and participates in sustainable finance industry networks.
Private, partner-owned SEC-registered investment advisory firm (registered investment adviser)
