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Solutions for Individuals and Families

Using our firm's institutional capabilities, we deliver a more involved and personal experience for wealth clients.

Each person’s situation is unique. We position our clients and their specific needs at the center of our process – this truly sets us apart from the competition.

personal wealth | Raleigh NC

A More Complete Wealth Solution

Our team has extensive knowledge in a number of areas that contribute to strong long-term outcomes for our clients. We have a four-step, continuously cycling Wealth Management Process that we believe prepares our clients to weather the uncertainty of the future.

Step 1
Financial Planning
Our process starts with taking the time to understand the unique needs and expectations of our clients. We use these conversations to build custom plans that are the foundation for their financial future.
Step 2
Cash Flow Planning
We build cash flow projections for the life of each plan, and we work with clients to make adjustments along the way. We take into consideration taxes, liquidity events, retirement, goals, estate planning, personal liability and a number of other areas when building these projections.
Step 3
Asset Allocation Planning
Once we fully understand a client’s situation and current/future cash flows, we use quantitative and qualitative processes to build a custom asset allocation. This is a true differentiator for our firm as most of our competitors use basic risk tolerance questionnaires or rules of thumb to match clients with basic pre-designed model portfolios.
Step 4
Investing
As part of building each portftolio, we utilize Veratis’s institutional research capabilities to guide our client recommendations. Advisors from our wealth team are members of the firm’s Investment Committee, which oversees the investment process for both personal and institutional clients.

What to Expect

Our success is measured by yours.

As part of the four-step wealth management process, we place a high value on collaboration between the client and the advisor – improving the quality of the plan. At the beginning of the relationship, there will be a series of meetings and conversations to ensure that we fully understand your financial and personal situation. After these initial interactions and data gathering, our advisors will develop a detailed written financial and investment plan. Our personal wealth planning is an ongoing process that involves regular updates and attention, along with an uncommon level of access to your advisor.

Let's talk.

Veratis Advisors places a high value in identifying the right fit between our firm and our clients.
We believe most of our clients would agree. Let’s see if we’re a good match.
Client Fit