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Timothy P. Kingsbury

Veris Wealth Partners, LLC

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About Timothy P. Kingsbury

Timothy P. Kingsbury is an Investment Advisor Representative at Veris Wealth Partners, LLC. Timothy has been in the financial services industry since March 2013. Timothy is a Certified Financial Planner™ and holds the Series 65 license. Timothy has experience working with individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Veris Wealth Partners, LLC is a Registered Investment Advisor based in San Francisco, CA. The firm manages over $2 billion in assets for a variety of clients. Timothy is committed to providing clients with personalized financial advice and investment management services.

Firm Information

Timothy Kingsbury is currently registered with Veris Wealth Partners, LLC. Veris Wealth Partners, LLC is an investment advisory firm based in San Francisco, CA. They specialize in providing financial planning, investment consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm has a team of 9 investment adviser representatives and manages approximately $2 billion in assets.
Veris Wealth Partners, LLC

235 MONTGOMERY STREET

SAN FRANCISCO, CA 94104

$2.02B

Assets Under Management

1

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Kingsbury’s Registration & Firm History

NY

04/24/2021 - Present

Veris Wealth Partners, LLC (New York NY)

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Licenses & Designations

IA

Issued 12/27/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy P. Kingsbury.
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