Working With Us

Through the years, The Verus Team members have experienced and adapted to multiple market swings, built thousands of portfolios, and consulted on countless financial matters of all sizes. We are constantly reviewing financial portfolios and market information every day to build custom, detailed, and collaborative financial solutions tailored to our clients’ needs. While each financial situation is unique, our investment and planning process is built from experience, time tested, and incredibly simple to understand.

If our methods sound too good to be true, let us prove it to you. It is our job to gain your trust, and we are confident you will experience The Verus Team difference in just one meeting. Each new client consultation begins with a phone call or face-to-face meeting with one of our advisors. Contact us today to learn how we may be able to improve your financial outlook – and so we can learn a little more about you. Our initial consultation is complimentary, and it could be your first step toward a new financial freedom.






  • Current Asset Allocation
  • Individual Security Assessment
  • Tax Efficiency
  • Expenses
  • Income Projection
  • Risk Adjusted Performance


  • Create Portfolio Based on:
  • Investment Objective
  • Tolerance for Loss
  • Need for Income
  • Tax Bracket
  • Short Term Needs
  • Long-term Goals and Established Priorities
  • Client Involvement in the Process



  • Review All Assets (Real and Personal) and Liabilities
  • Provide Net Worth Statement
  • Review Estate Planning Documents
  • Provide Cash Flow Analysis
  • Portfolio Assessment
  • Provide a SWOT Analysis
  • Help Prioritize Goals and Objectives
  • Create Plan for Path Forward


  • A la carte Access to:
  • Address A Specific Need
  • Provide Financial Consulting for Limited Period of
    Time or On an Ongoing Basis





Fees May Be Charged as Follows:


% of Assets


Retainer-Flat fee
for Period of Time
or Project


Hourly Rate



Negotiable Based on Size, Scope, and Length of Engagement

For more information contact us at – 202-930-6000

Steward Partners Global Advisory, LLC and The Verus Team maintains a separate professional business with and our registered
professionals offer securities through, Raymond James Financial Services, Inc.