WELCOME TO VERIPAX FINANCIAL MANAGEMENT

Thank you for visiting our website.  Veripax Financial Management, LLC is an independent wealth management and financial planning firm located in Folsom, CA.  Because we are independent we are under no obligation or pressure to recommend any particular company's investment products, and because we do not accept commissions for investment products we recommend, there is no financial conflict when we recommend one investment over another.  The result is that we work only for our clients.

Veripax Financial Management (VFM) is a member of the Financial Planning Association and the MD Preferred Advisor Network.  Many of our clients are technical professionals and small business owners, but the common theme that runs through all of our clients is a "healthy skepticism" that simply owning stocks and bonds will accomplish financial goals.  We believe that risk management should go hand-in-hand with investing, and that financial objectives should drive the amount of risk a client is exposed to.  We view investing as one part of a comprehensive wealth management plan that balances growth and wealth preservation, with the ultimate goal being the ability to successfully meet your financial goals.

MEDIA QUOTES:

Wall Street Journal:  Feb 2, 2015, "Structured Notes Get a Bad Rap"

Trader Planet:  June 10, 2014, "Protect Profits With Options"

Wall Street Journal:  May 22, 2014, "Wealth Advisor: Managed Futures Still Have Fans"

Wall Street Journal:  April 14, 2014, "Voices: Jerry Verseput on Using Structured Notes"

Wall Street Journal:  Sept 20, 2013, "Is 'Tactical' a Good Strategy?"

Wall Street Journal:  Sept 19, 2013, "Tactical Funds Make Few Friends with Lagging Returns"

Financial Advisor Mag:  Aug 5, 2013, "Can Managed Futures Regain Their Mojo?"

Financial Planning Magazine:  April, 2012, "Narrowing It Down"

Kiplinger:  February, 2012, "Why a Long-Term, Fixed-Rate Home Loan Makes Sense"

Chicago Tribune: Jan 13, 2012, "Let your mortgage ride: Lock in 30-year loan rates"

InvestmentNews: June 26, 2011, "What's on the menu? Working with small-fry clients"

Financial Advisor Mag: May 2, 2011, "Mainstreaming Alternatives"

CNN Money:  Jan 24, 2011, "Is long-term care insurance worth the price?"

WSJ MarketWatch:  Nov 16, 2010, "Is the Rally Over?"

Kiplinger:  July, 2010, "Too Close to Home"

NY Times:  May 20, 2009, "Time for a New Strategy"

Wall Street Journal: April 30, 2009, "Revamping Your Investment Strategy"

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