Financial Planning & Wealth Strategy
Veris offers comprehensive financial planning for individuals and families. We work with you to simplify your financial life today and pursue your long-term goals with intention and care.
How We Help Clients Plan
You have goals, core values, and a vision for the future. We believe your financial plan should reflect all of them. Understanding your family history, your financial legacy, and how you may want to evolve that legacy is the foundation of our work together. We meet you where you are on your financial journey and act as your steward as you move toward what comes next.
Financial Planning Services
Wealth management is more than managing an investment portfolio, it touches every part of your financial life. We offer the following financial planning services designed to help high-net-worth families simplify decision-making, coordinate complexity, and steward what matters most.
Cash flow analysis, retirement accumulation and income planning, education funding, and modeling for major life events — from career changes to new family members, inheritance, or asset transitions. Your portfolio is built to support your financial purpose.
Pre- and post-liquidity event planning for business exits and concentrated stock positions. We help you navigate the shift from earning to stewarding — planning with intention before, during, and after a major transition.
Strategic tax-loss harvesting, account structuring to reduce tax drag, and Roth conversion analysis. We coordinate with your CPA on advanced strategies — including QSBS, GRATs, and IDGTs — designed to support tax-efficient outcomes for your family.
Acting as your financial steward, we coordinate your full team of professional advisors — estate attorneys, CPAs, insurance agents, philanthropic advisors, and trustees — so the moving pieces of your financial life work in alignment.
We coordinate closely with your estate attorneys to support proper execution of your estate plan and help prepare future generations to inherit, manage, and steward family wealth with confidence and clarity of purpose.
Tailored education for the next generation of inheritors and facilitation of family meetings to support open conversations around wealth transition, shared values, and family governance — building understanding and trust across generations.
For private foundations and family-controlled philanthropic vehicles, we model grantmaking glide paths and liquidity needs using Monte Carlo simulations to support disciplined, mission-aligned distribution strategies across changing markets.
How Planning and Investing Connect
Your financial plan is the architecture, your portfolio is how it gets built. At Veris, the two are designed to work together. Insights from planning conversations (your timelines, your liquidity needs, your values, your goals for the next generation) directly inform how we construct and manage your portfolio. Allocation decisions aim to advance the future you’re planning for.
Our investment expertise spans public and private markets. We construct customized portfolios designed to pursue your financial goals and impact priorities, with disciplined risk management at the core.