Veris Wealth Partners

Secure your spot today for US SIF’s Virtual Fundamentals of Sustainable & Impact Investing course and unlock new opportunities for growth! Register here: https://lnkd.in/eKvmyNTM Whether you're refreshing your knowledge or just starting in sustainable investing, this course provides valuable insights, practical strategies, and the latest industry updates to keep you ahead. Don’t miss the chance to enhance your expertise—sign up today! #sustainableinvesting #investmenteducation #impactinvesting

Veris CIO Roraj Pradhananga joined an insightful panel discussion at the 2025 Responsible Investment Forum (RIF) in New York City last week. The session focused on asset owner perspectives on allocating to impact funds, featuring co-panelists: *Charles Buck, President & CEO, United Church Funds *Philip Larrieu, Investment Officer, Stewardship, Oregon Treasury *Amanda Feldman, Managing Director & Head of Impact Engagement, Sonen Capital The engaging conversation was moderated by Chris Janiec, Americas Editor at Agri Investor, PEI. Many thanks to Private Equity International, and Producer Finlay Eglinton, for hosting this impactful event. #SustainableFinance #ResponsibleInvestment #RIFNY

On March 8th, we celebrate International Women's Day. And at Veris, a majority woman-led financial advisory firm, we proudly recognize the economic, cultural, and political achievements of women every day. Pictured here are just a few of the remarkable women who lead Veris as practicing members of our partnership group (left to right) Senior Advisor Lori Choi, CFA, Chief Operating Officer Sheryl Kucer, Senior Advisor and Chief Advisory Officer Jane Swan, CFA Swan, Chief Executive Officer Stephanie Rupp, Senior Advisor Elena Ladygina, CFA, CFP®, Advisor Sandra Guerrero, and Senior Advisor Nicole Davis, CIMA®. Not pictured, but equally inspiring, are our additional Veris partners: Director of Client Service Karen Walls deRochemont, HR Director Monica Brinser, Partner Alison Pyott, CFP®, CPWA®(Emeritus), and our Co-Founder and Founding CEO, Patricia Farrar-Rivas. We celebrate and thank these exceptional leaders—and women everywhere—today and always. #InternationalWomensDay #IWD2025 #AccelerateAction

On the eve of #InternationalWomen’s Day, we invite you to register for the upcoming Women’s History Month virtual event focused on the practice and impact of gender lens investing (GLI) hosted by Community Capital Management, LLC (CCM). Sign up here: https://lnkd.in/eYf5KvYC Date: Tuesday, March 18 Time: 2:00 – 2:45 PM ET Expert Panel: Lori Choi, CFA – Veris Emily Green – Ellevest Melissa Widen – First Women’s Bank Alyssa Greenspan, CFA – CCM Join in to explore emerging trends in GLI and hear the experts’ latest thinking on how applying a gender perspective to investment decisions can drive both financial returns and positive social impact. Don't miss this important discussion! #GLI #GenderLensInvesting

Please join the most important Sustainable Finance Event of 2025! Early bird expires March 15th! Veris Wealth Partners is a proud sponsor and member of US SIF! https://lnkd.in/gDv9AweJ

https://lnkd.in/gaeZmxp7

Headed for retirement but unsure how to optimize your savings strategy? High earners face unique tax hurdles—especially when deciding between traditional (pre-tax) vs. Roth (post-tax) accounts. Veris Advisor Tim Kingsbury, CFP® shares 7 considerations (from evaluating your future tax bracket to leveraging Roth conversions) in Kiplinger that can significantly impact your after-tax retirement income. Read the full article to discover Tim’s comprehensive approach, factoring in current earnings, future goals, and evolving tax laws. https://lnkd.in/dtZtJrYY #financialplanning #ria #RothvsTraditional

In honor of Black History Month, Veris shines a light on 5 transformative Black leaders that blazed new pathways in the field of finance: Maggie Lena Walker, Richard R. Wright Sr., Lilla St. John, Norman McGhee Sr., and Travers J. Bell Jr. Read the article to learn more about their accomplishments and legacies https://lnkd.in/ecX5rXU9

We're excited to welcome Veris Wealth Partners as the newest member of the Intentional Endowments Network! Learn more about Veris here: https://lnkd.in/enAfi6Yu Mandy Gardner

I'm grateful for the opportunity to contribute to and learn from this panel discussion!