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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
What does the Tax Reform and Jobs Act mean for you?
Earnings season can move markets. What is it and why is it important?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you have causes that you want to support with donations? Here are three tips.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Making the most of surprises is a great reason to work with us.
When do you need a will? The answer is easy: Right Now.