Versant Capital Management, Inc.
A boutique multi-family office and wealth management firm dedicated to helping individuals and families realize the full potential of their wealth.
2004
Privately held by senior professionals.
Moderate risk tolerance with a focus on balanced, diversified portfolios and risk management strategies.
Phoenix, Az, United States
About
Mission
Empower individuals and families to realize the full potential of their wealth through personalized, fiduciary-standard advice.
Values
Ethics, strong client partnerships, critical thinking, performance and perseverance, positive firm culture.
Participant Demographics
Multi-generational families, women experiencing life transitions, executives, entrepreneurs, and business owners.
Track Record
Team Experience
Over two decades of experience in wealth management for multi-generational families.
Notable Achievements
Recognized for leadership and contributions in the wealth management industry.
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Phoenix, Az, United States
Legal & Compliance
SEC-registered investment adviser.
No major violations reported.
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