Although the financial services industry is subject to change, the principles on which Verus was founded have remained steadfast: Clear and uncomplicated financial direction and comprehensive asset management services designed to manage risk, generate income, and preserve wealth.

At Verus Capital Management, we don’t believe in a “one-size-fits-all” approach – no two situations are alike. We tailor our clients’ financial strategies to help them achieve their specific lifetime goals and objectives.

A True Comprehensive Plan consists of the following;

Investment Plan – selecting the best investment opportunities available for your specific situation and goals

Income Plan – creating a written, lifetime income plan, adjusted for inflation. Once you have this component in place your relationship with your money changes and you truly begin to enjoy retirement

Tax Plan – we currently have the most favorable federal income tax rates of our lifetime. With proper planning we can reduce your lifetime tax liability AND significantly protect your Legacy from unnecessary taxation.

Health Care Plan – more than 70% of retirees will require professional healthcare assistance. This may happen in your home or it may mean confinement in a nursing home. Regardless, we need to plan for the costs associated with assisted care.

Legacy Plan – making sure your Estate transfers to your heirs/charitable organization while avoiding probate and unnecessary taxes.

Verus also means true independence. We are an independent financial planning firm. We are not “captive agents”, we work for you. We are your fiduciary, and we have the full spectrum of investment tools as well as tax and legal professionals all working on your behalf in an effort to build a successful plan.

Through our partnership with Kalos Financial the Verus Capital Team has full access to the Kalos family of companies founded by renowned Endowment Model expert Daniel Wildermuth. Through this partnership the team at Kalos provides an operating platform unique in its cutting edge application of Endowment Model theory as it relates to individual, non-institutional portfolios.