A team with experience and motivation to do more for you.
A new approach to private wealth — because you don’t have time for everyone else to catch up. It started with a ‘what-if' moment.
We created our private wealth management at Verus after clients told us they were tired of supporting the companies that weren’t fiduciaries looking out for their best interest.
What if we could work with a fiduciary that offers an array of services that would make your life easier?
Our clients are at the heart of everything we do. We innovate, staying on the cutting edge to provide a customer service experience that you can utilize to help further your financial goals.
The advice we give to our clients is pivotal in their financial decisions. which is why we pride ourselves on having flexible, tailored advice that differs on personal levels best fit for each individual client.
To us, discipline means having a plan to achieve a goal and committing to following it to the letter. Our advisors are disciplined in thinking and acting with both innovation and flexibility.
To us efficiency means using our knowledge, passion, and creativity to work smarter instead of harder. We are continually thinking of creative ways to become more efficient without sacrificing quality.
Ensuring that our advisors are knowledgeable and experienced in their field is essential to our firm. We provide our clients with advice only from an experienced team.
Read about each of our experience-filled and diverse backgrounds that make our financial services unique to all Houstonians.