Empowering a life well-lived is about having a wealth management plan that’s designed to reflect your goals beyond just your finances.
Through your life’s major events – from marriage or divorce, to inheritance or selling your business – helping you make the decisions to grow your wealth through generations is at the center of what we do.
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10 things to know about Versant Capital Management.
We look at vast areas of your life to understand your aspirations and help get you where you want to be.
Your family is offered ongoing education on fostering wealth.
You can benefit from our staff-to-family ratio. Our team’s focus is on helping to meet your needs.
Your assets and other investments are incorporated into your financial strategy, whether we manage them or not..
We don’t go in for fads.
Helping to bring order to your financial life is done through an evidence-based investment approach.
Our investment beliefs are the result of decades of experience and investigation.
We are an independent, employee-owned firm. We’ve always been that way.
Your goals are what your wealth plan and investment portfolio are centered around.
As fiduciaries, we are ethically bound to act in your best interest.