Contact Us
Let’s get to know one another.
Verus was established out of the need for a financial partner that looks beyond the numbers and prioritizes the person. We take the time to get to know you and your loved ones. Let’s sit together and talk about your life’s journey and what you hope to achieve next. Then, count on our team of caring, personable, and highly experienced financial advisers to optimize your retirement plan and offer sound financial advice.
How can we help?
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Our Clients
Partners – it’s in our name and something we value deeply.
Our goal is to create lasting partnerships built on trust and respect. That is why before committing to our wealth management services, we take time to get to know you – at no cost. During this meeting, we learn about your life’s journey and what you hope to see around the next bend. We also share our approach to retirement planning and asset management. Then, if we both agree it’s a good fit, our partnership begins.
Are you nearing retirement or newly retired?
If you’re considering wrapping up your career within the next ten years, now is the time to talk with one of our financial advisers.
Do you need help organizing and optimizing your existing investments to ensure they are supporting your retirement goals?
Perhaps you’ve been diligent with your investments and saving for the future, but you need help balancing, organizing, and optimizing your assets so both you and your family have a clear picture of your financial future. We’re here to help.
Do you have a minimum of $1,000,000 of investable assets?
As a general rule, our services are best suited for individuals and families with a minimum investable assets of $1,000,000. Below that threshold, we encourage you to investigate other fee-only financial services.
Thank you for trusting us.
If someone you know might benefit from our financial planning services, we are happy to meet with them.
Get acquainted with your Verus family.
Each of our associates is pivotal to who we are. They are hardworking, caring, and eager to help.
FAQs
Explore our library of commonly asked questions. If you can’t find what you’re looking for, feel free to ask us directly.