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.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Retirees traveling abroad need to know that their health insurance travels with them.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are common mistakes you can avoid when saving for retirement.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you found yourself suddenly single? Here are 3 steps to take right now.