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Versant Capital Management, Inc.

Wealth Management, Family Office (single/multi)

A boutique multi-family office and wealth management firm dedicated to helping individuals and families realize the full potential of their wealth.

Overview and Management

Establishment Year

2004

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.

Investment Roles

Direct Investor

Participant Demographics

Multi-generational families, women experiencing life transitions, executives, entrepreneurs, and business owners.

Generational Wealth Planning

Focus on family governance, educational programs, estate planning, and legacy planning to secure and preserve wealth for future generations.

Risk Tolerance

Moderate risk tolerance with a focus on balanced, diversified portfolios and risk management strategies.

References or Case Studies

Not explicitly mentioned, but case studies or examples may be available upon request.

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.

Project Track Record

Exit Strategies

Liquidity and exit planning strategies offered.

Legal, Compliance and Contact Information

Regulatory Registrations

SEC-registered investment adviser.

Compliance History

No major violations reported.

Email

connected@versantcm.com

Phone Number

602-635-3760

Address

Phoenix United States

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Frequently Asked Questions

What services does Versant Capital Management, Inc. offer?

Versant Capital Management, Inc. provides personalized, fiduciary-standard financial advice aimed at empowering individuals and families to maximize their wealth. Services include investment management, retirement planning, estate planning, and tax optimization to help clients achieve their financial goals.

How does Versant Capital Management, Inc. ensure fiduciary responsibility?

Versant Capital Management, Inc. upholds a fiduciary standard by prioritizing the best interests of its clients at all times. This commitment ensures transparency, integrity, and a personalized approach to wealth management, helping clients navigate their financial journeys with confidence.

Can Versant Capital Management, Inc. help with retirement planning?

Yes, Versant Capital Management, Inc. specializes in retirement planning. Their team works closely with clients to develop customized strategies that align with their retirement goals, ensuring a secure financial future through comprehensive planning and investment management.