In Latin, “Vero” means “in truth.” Truth. Not greed. Not fads. Not sales volume.  Not charisma. Not spin. Not prestige. Not marketing. Truth.

The “Jug” is a watermark used in Germany around the 15th century by the great engraver, Albrecht Durer. We believe that we are all jars of clay, made by God to do humble service for Him. Also, a jug’s purpose is to be filled up, to hold, and to pour out, the essential money management decisions our clients have to make with their resources as they accumulate wealth and plan for their legacies.

The meaning behind our name, and the meaning behind our emblem, speak to the unique nature of our intensely personal service standard. We are deliberately small, deliberately independent, and deliberately focused on getting to know you so we can earn your trust and loyalty as we work to preserve and grow your money. If you have over $100,000 to invest, we would welcome your questions via email or phone.