Wealth Management
Real wealth management is a process, not a collection of investment products. It’s the foundation for your entire financial life. It connects all aspects of your financial plan – investment management, income tax planning, estate planning, charitable planning, and much more – to help you reach your long-term financial and life goals and financial well-being.
We aren’t here just to help you manage what you already have. We bring new ideas to help protect and grow your wealth.
Versant Capital Management provides conflict-free financial advice grounded in objective research, integrity, and a commitment to service beyond expectation.
Your Wealth Plan
The starting point of our ongoing service is creating your wealth plan, which is the roadmap for future decision-making. As life happens, financial markets vary, and tax legislation changes, your wealth plan will evolve. Each family we work with is in a different phase of their financial journey. We curate a set of offerings based on your specific needs. With our ongoing planning and investment management service, we’re there to be your trusted partner to help you make the necessary decisions along the way.
We bring internal and external experts together to provide a seamless, coordinated experience.
Complete Private Wealth Management and Family Office Services
Cash Flow Planning
Capital Sufficiency Planning
Asset Protection Planning
Risk Management
Business Succession Planning Entity Restructuring
Asset Acquisition & Distribution
Coordination of Outside Professional
Technology
Our goal is to provide you with innovative technology solutions that continue to increase transparency, advanced planning, reporting, and ease of use as you track your financial journey. You’ll have 24/7 access to your personal finance portal that tracks all of your investments, including alternatives or assets not managed through Versant, in a single view. We want you to have access to your financial life when and how you want it.