Over the past 20 years, Veratis Advisors has built a reputation of quality by aligning our priorities with our clients.
Reputation is earned.TM
Two dedicated teams. One Focus.
While our Corporate Retirement and Personal Wealth teams are dedicated to their area of specialization, neither team is an island. In fact, our firm’s most creative and impactful solutions have been the result of collaboration between our two divisions.
Solutions for Organizations
A key challenge for those who oversee corporate retirement plans is they are often in this strategic leadership position without adequate support.
Solutions for Individuals & Families
Our personal wealth advisors have extensive financial, investment, tax and estate planning knowledge, and when their strength is paired with our firm’s institutional asset management capabilities, it creates a powerful combination.
Why Veratis?
Because getting it right matters.
It is a common misconception in the advisory industry that a firm must maximize profit and size to be successful. At Veratis Advisors, we see things a bit differently. A long time ago we decided that we wanted to be the best, not the biggest. That’s why our firm’s culture prioritizes quality and building long-term value for our clients.
Our Winning Formula
As an independent firm, we have full control over the inputs that matter the most.
Talent
We are a professional service firm with high standards, so it is critical for us to attract and retain team members who possess the rare combination of capability and care.
Commitment
We view our commitment to getting it right for clients through a long-term lens. We could grow faster, but we know this would have a negative impact on our clients – and ultimately our firm – over time.
Solutions
Over the years we have developed a reputation for being innovative. Veratis’s client-focused culture and the strategic thinking skills of our team have given us a competitive edge in a number of key areas.
