We understand your personal aspirations.

We know that helping you plan for your financial future isn’t just about investment portfolios. Versant’s wealth counselors get to know you, your kids, and your grandchildren by aligning with your values and providing financial education to your family’s succeeding generations. Our approach adheres to processes that allow us to adjust goals and recommendations as appropriate based on a picture of your life, aspirations, and current market conditions. And we have the courage to raise critical issues, even if it’s not in the firm’s best interest. We want you to feel confident with our understanding of and thoughtfulness with your personal situation.

Versant Capital Management can provide coordination and collaboration with your other advisors and outside resources, such as tax, estate planning, and insurance, to incorporate your investments and other assets into the overall strategy — whether we manage them or not.


Please Note: Limitations. The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Versant does not serve as an attorney, accountant, or insurance agent.  Versant Capital Management, Inc. does not prepare legal documents or tax returns, nor does it sell insurance products.

Client Services

Capital Sufficiency Analysis

Do you have enough?

  • At Versant Capital Management, your financial, personal, wealth, and family goals and objectives are defined through a process called a Capital Sufficiency Analysis. By adjusting as necessary — as personal, regulatory, and economic climates change — we create solutions oriented to your circumstances. We are not influenced by financial products or other factors not in your interest.
  • Your assets, liabilities, cash flow, and taxable income are reviewed to develop an investment strategy aligned with your goals, risk profile, circumstances, and preferences, to help protect and grow your family resources today and in the future.


Investment Performance Reporting & Coordination

Are you meeting your financial goals?

  • You will receive a regular investment performance-reporting package for the assets we manage on your behalf. Our reporting provides performance metrics and summary accounting after all costs are considered. Our reporting philosophy centers on transparency, honesty, and accountability to you.
  • If there are assets outside of our management, your report aggregates all your holdings to provide a picture of your investment assets.
  • You’ll have a schedule showing your asset allocation, and where you are currently compared with your target and financial goal. We believe review meetings are essential to keeping you informed. Meetings are conducted annually, or more often if desired.


Family Financial Resources

Are you efficient with your assets?

  • We conduct ongoing reviews of your financial and risk profiles are conducted, including property and casualty insurance, life insurance, disability insurance, and long-term care insurance.
  • You are provided with ongoing reviews of corporate and executive employee benefits.
  • We review your estate plan and recommend changes as your situation changes.
  • Your income tax compliance and annual tax planning issues are monitored, including coordination of your overall investment portfolio management.
  • You’ll receive administrative and compliance support relating to your estate planning strategies and related entities, including annual gifting, philanthropic objectives, intra-family loans, individual and family balance sheets, and executive summaries of the various entities and their specific provisions.
  • In sum, we are with you on your financial wellbeing journey.


Family Governance

Is your family prepared?

  • We can work with you to help develop a vision and identify specific values to create a family mission statement.
  • Financial education is provided for your children and the young adults in your family so that they understand the process and view it relative to their future. Education is tailored to accommodate various ages, maturity levels, interests, and lifestyles.
  • Preparing your heirs for future roles by helping them understand what wealth means to you, how the wealth was created, and what vision you have for the stewardship of your legacy is part of our service to you and your family. This may be related to various estate planning strategies, donor-advised funds and/or family foundations.

Please Note: Limitations. The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Versant does not serve as an attorney, accountant, or insurance agent.  Versant Capital Management, Inc. does not prepare legal documents or tax returns, nor does it sell insurance products.

Case Studies

Life transitions

George & Karen
72 and 70 years old

Same sex couples

Javier & Robert
58 and 55 years old
Javier is a retired CEO
Robert is a retired schoolteacher

Family financial resources

Martin & Ann
63 and 50 years old
Executive and Homemaker

Educating the next generation

Jacquelyn & Michael
42 and 39 years old
Employed full time

Please Note: Limitations. The above is a hypothetical scenario not involving an actual Versant client. It illustrates the hypothetical experience of a fictitious client based on a scenario that an actual client might experience. The scenario is designed to help illustrate how Versant might provide services to similarly situated clients. Keeping in mind that no two clients, situations, or experiences are exactly alike, the above should not be construed as an endorsement of Versant by any of its past or current clients, nor any assurance that Versant may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Versant is engaged, or continues to be engaged, to provide investment advisory services.

Enhanced Resources

Your Portfolio

Cloud-based technology to view your portfolio at a glance

Versant offers cloud-based technology that provides you with online access to your portfolio. This access to your wealth management reports provides a summary of your accounts without having to weed through pages of data and analytics.

You’ll be able to see how your funds are allocated and performing from your computer, tablet, or mobile device. If you’re a client and want to learn more about using Versant’s cloud-based portfolio view, let us know, and we’ll get you started.

Healthcare Directive Storage

Immediate Access to Healthcare Directives & Emergency Medical Information

Versant has partnered with DocuBank, a service that provides medical professionals with access to your vital medical information and documents so that your medical wishes are known and respected when it counts. In addition to medical directives (such as healthcare power of attorney), DocuBank stores your emergency contact information, primary physicians, medication list, medical conditions, and allergies. DocuBank has staff on call 24/7 to get your documents to a hospital in an emergency.

Versant’s wealth management clients receive a discounted DocuBank membership. Click below to sign up or to access or update your account.