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.
Making the most of surprises is a great reason to work with us.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A quick look at how federal income taxes work.
Even if you’re young and single, you should still consider protecting yourself.
Do you have an estate strategy? You should.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
When markets shift, experienced investors stick to their strategy.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
There are hundreds of ETFs available. Should you invest in them?
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?