Rooted in Community. Committed to Care.
At Verant Wealth, we believe that true wealth includes the ability—and the responsibility—to make a difference. That’s why giving back is a core part of who we are, both personally and professionally.
We proudly support a range of organizations dedicated to uplifting our neighbors, protecting the vulnerable, and creating a healthier, more compassionate world for all.
And because we value a dedication to community, we honor your own desires to give back to the causes you care about and factor those considerations into your wealth management strategy.
We are especially passionate about causes that promote:
Whether it’s through volunteerism, board service, direct giving, or partnership events, our team is proud to play a role in strengthening the communities we serve.
As a firm, Verant Wealth is honored to support:
Whether it’s through volunteerism, board service, direct giving, or partnership events, our team is proud to play a role in strengthening the communities we serve.
Individually, our founder, Adam, extends his commitment to service by:
We’d love to hear from you. Because giving back isn’t just something we do—it’s something we believe in.
This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that by using the information provided, plan sponsor will be in compliance with ERISA regulations.