This isn’t investing,
it’s family—invested

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Our Why ―We live for the wins and our wins are helping you achieve the life you’ve earned

There is no business like family business. We are a multi-generation family business that was cultivated in 1985.

Our team is family; quite literally. With two generations of family members working together in cohesion, we believe we are able to offer the apex in multi-generational family wealth management. Our deep-rooted understanding of families and their inter-workings from both a finance and personal standpoint have helped us create, maintain, and grow generational wealth for our clients.

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Our Difference

We have designed a comprehensive, proven, and repeatable process that delivers real results to you and your family.

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We have a compelling passion for transparency in portfolio management and are commitment to delivering superior risk-adjusted returns.

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With less than 100 family relationships, we have the unique ability to truly offer our select client base with the highest quality of service.

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    Our Services

    man looking at dual monitor screens with financial software

    Portfolio Management

    Securing Generational Prosperity: World-Class Portfolio Management

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    Financial Planning

    Mapping Financial Futures: Tailored Plans for Your Unique Journey

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    Estate Planning and Trusts

    Preserving Your Legacy: Strategic Estate Planning and Trust Management

    real estate developer and architect discussing new housing development project in office

    Banking and Lending

    Unlocking Financial Possibilities: Custom Banking and Lending Solutions

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    Family & Business Legacy

    Building Enduring Legacies: Family & Business Legacy Planning

    World Childhood cancer Day. Girl patient listening to a doctor in medical office.

    Philanthropy

    Impact Beyond Wealth: Philanthropy That Shapes Lives and Communities

    partial view of lawyer and client sitting at table with divorce decree and wedding rings

    Divorce Analysis

    Navigating Change: Empowering Your Financial Transition with Divorce Analysis

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    Insurance Planning

    Shielding What Matters: Comprehensive Insurance Planning for Peace of Mind

    Senior couple looking at tax planning

    Tax Planning

    Mastering Tax Efficiency: Crafting Strategies for a Solid Financial Future

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      Everything we do, we do with integrity and that is where it all starts

      Verus is the classical Latin word that means true, well-founded, real and genuine. This word explicitly describes Verus Financial. We have a true wealth management process combined with well-founded research that produces real results by a dynamic group of genuine professionals.

      Our dynamic and comprehensive wealth management approach is uniquely designed around your specific goals and dreams. We do this with integrity, passion, and a relentless commitment to goal attainment.

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