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Verus Wealth Management, LLC

EST. AUM
$143,077,574

CONTACTS
1

CLIENT ACCOUNTS
189

Firm Details

Metro area Green Bay
CRD Number 323130
Website veruswealthmgmt.com
Client types

Overview

Verus Wealth Management is dedicated to providing individuals and families with exceptional service. The company's founder, Mark, believes that genuine relationships are essential for delivering better advice and outcomes. After experiencing the limitations of larger firms focused on sales numbers and standardized processes, Mark established Verus Wealth Management as an independent firm to offer personalized attention and service. The firm emphasizes getting to know clients personally, proactively offering planning ideas, and coordinating details for clients. Using interactive planning software, Verus Wealth Management models various scenarios to achieve individual goals and adapts plans as needed. Additionally, the firm collaborates with clients' other advisors, including CPAs, attorneys, and trustees, to ensure comprehensive financial planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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