News & Resources

We’re Hiring

We are looking for a Senior Financial Planner to join our growing team. Our Senior Financial Planner position offers an exciting career path with opportunities to grow and learn from Financial Planning Professionals. Please see the link below for additional details.

Senior Financial Planner

  • 2026 Q1 Investment Report

    Financial market review for the first half of 2026 A volatile start to the year driven by geopoli…

    Continue Reading

  • 2025 Tax Engagement Letter

    Important Information for 2025 Verus Tax Clients. 2025 Tax Engagement Letter

    Continue Reading

  • 2025 Year-End Review

    2025 Market Review As we close the books on 2025, it’s worth reflecting on what proved to b…

    Continue Reading