General Info

VERUS (Latin) \vÄ?r-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 whatâ??s truly important.