(904)242-7900 or toll-free (888)834-9054 [email protected]

Welcome to Versó Wealth

At Versó Wealth Strategists, we help our clients bridge the gap from wealth to well-being. We serve affluent business owners, executives, trustees, and retirees who have complex financial planning needs.

Comfort

Comfort in a personal connection, where you feel secure to share. No pressure.

Confidence

Confidence in our in-depth knowledge with your best interests in mind, knowing all of your bases are covered.

Clarity

Clarity that the whole picture is viewed, and every step of the way explained. Serving as your sounding board.

Sean Champ Smith: A Courier of Their Stories

Sean Champ Smith boldly walks to the front line to be a courier of their stories; preserving dignity and honoring courage through struggle and triumph. He shares deeply personal stories. He leans in to hear hearts and break down walls. What can a magazine, a friend...

Big Dreams in a Small Town

Is it possible for two kids from a small town who met in 3rd grade and re-connected at age 18 to fall in love and reach the world while never moving away? You bet it is! Meet Jeremiah and Courtenay Bowser. Jeremy and Courtenay met in 3rd grade. Courtenay loved to...

The MST Project

Before meeting Christian Lenty, I had no idea what to expect.  I knew he was doing some rather unconventional work (by American standards) but wasn't sure how "messy" it would be. Having to fill out an application before he'd visit with me, even with a credible and...

Where Wealth Becomes Well-Being.

Schedule an Introductory Call

We invite you to visit BrokerCheck to view our FINRA standings:
• Phillip J McKellop, CEO, CRD# 2205239
• Trisha Bailey, MBA, CRD# 4841515