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About Versant Capital Management
Versant Capital Management is a distinguished wealth management firm dedicated to understanding and aligning with its clients' values across generations. They employ evidence-based processes to tailor comprehensive wealth management plans and investment strategies that adapt to evolving life circumstances and market conditions.
Their meticulous reviews encompass assets, liabilities, cash flow, and taxable income to craft personalized plans aligned with clients' unique goals and risk profiles. Versant excels at optimizing resource efficiency, and consistently evaluating financial and risk profiles, including insurance and tax considerations.
Their commitment to transparency extends to regular investment performance reporting, offering a comprehensive view of managed and external assets. Versant ensures clients' asset allocation aligns with strategic goals and financial objectives.
While Versant Capital Management does not provide legal or tax services, its dedicated team empowers clients with a holistic approach to wealth management, fostering financial well-being across generations.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Investment Strategy
- Financial Planning
- Risk Management
- Tax Planning
- Insurance Review
- Asset Allocation
- Multi-Generational Planning
More about Versant Capital Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 131692 | 10 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Versant Capital Management.