Veratis Advisors, INC.

About

Corporate Retirement | Personal Wealth Management Advisors Hit enter to search or ESC to close Search Close Search Menu Reputation is earned. TM Over the past 25 years, Veratis Advisors has built a reputation of quality by aligning our priorities with our clients. 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. Learn how we support organizations 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. Learn how we support individuals 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 f

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