Verus Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Charles C Lee

Charles C Lee

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Charles C Lee's website
Brian Langford

Brian Langford

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Langford's website
Ashley Anderson Smith

Ashley Anderson Smith

CFS®

Financial Advisor

Visit Ashley Anderson Smith's website

Team

Amy Ormsby

Amy Ormsby

Associate Financial Advisor

Mary Cooper

Mary Cooper

Client Service Manager

Lisa Marcheschi

Lisa Marcheschi

Client Service Coordinator

Morgan Kim

Morgan Kim

Marketing Manager

Sacha Loudon

Sacha Loudon

Financial Planning Assistant