VERUS (Latin) \vār-us\ true, right, genuine
We seek to build genuine long-term relationships with clients, truly listen to their needs, and put them on the right path toward their goals.
We are a comprehensive investment management firm serving hard-working individuals and families in the Fox Valley region of Wisconsin. Our approach is based on a rigorous process that covers your complete financial picture, simplifies the complex, and provides you with a clear, actionable roadmap to your ideal future. By taking care of the details, we help you organize your financial life and get back to what’s truly important.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Four vacation destinations you might never have thought of.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Your credit score may influence how much you pay for auto and home insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Even low inflation rates can pose a threat to investment returns.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.