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Our Philosophy

Our commitment to you starts with a strict code of ethics. At the heart of our firm is a set of essential values that guide our approach to personal planning. The word verus comes from Latin and means true, right, and genuine. As advisors, we are dedicated to forming genuine long-term relationships based on trust, respect, and accountability. We ask tough questions and truly listen to our clients’ entire story. We are committed to doing what is right for each client and act with integrity, thoroughness, and attention to detail.