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How We Help

Our clients don’t necessarily need us to tell them what they have, but what they do need help with is realizing how what they have can give them the opportunity to give back, to spend time with the people they love, and to do the things they said they would do one day.

No one can guarantee investment results, but when you work with us, we strive to provide comfort, confidence and clarity. What gives us the most joy is hearing a client say “I just don’t worry about it anymore”… We have had this happen and to us it means: “mission accomplished.”

We help our clients bridge the gap from wealth to well-being and from success to significance.

What Is Important To You?

How Our Difference Impacts You

At Versó Wealth Strategists, we believe in a new way of looking at your financial universe—client-centric, not bound by tradition yet always tethered by experience and wisdom.

We fit the plan to you, never vice-versa, whether the goal is wealth accumulation, income management, asset preservation or any other. Expect enlarged perspective and a practice of examining both sides of the coin.

We genuinely strive to uncover the potentially uncommon investment opportunity along with the mainstay.

Our measure for every opportunity is this: we believe it should be likely to advance your monetary health to provide not just wealth, but well-being.

At Versó, our difference is that we work for you, the client. Our only business is to understand yours, inside and out.

Serving your best interests is our job and our commitment.

Living Ahead of the Curve.

We believe that our mindset, experience and agility enable us to stay a step ahead. Even in the most confounding market conditions, we believe our experienced, nimble approach will encourage you to keep looking…and moving forward.

Striving for Service That’s Way Beyond the Norm.

We respond. We stay on it, doing whatever it takes to help you realize your vision and act on your behalf. Versó understands that constant attention—and going that extra mile—are required to make your financial business a success. After all, that’s how we’ve built ours. Constantly changing financial markets call for insight, adeptness and unyielding effort. In the most complex cases, we move forward by working hard and keeping an unremitting focus on your goals.

How We Manage Your Wealth

You’ve worked for your money, now it’s time to make it work for you. We are poised to deliver independent objective advice. Below is an outline of our Consultative Investment Process.

The Consultative Investment Process

As your Wealth Strategist, our goal is to understand your unique financial circumstances and create a personalized investment strategy to help you achieve your desired objectives. To ensure that you are fully informed and engaged in meeting your investment goals, we work within the context of a consulting process. Each step is detailed below:

At Versó Wealth Strategists, we choose not to retain custody of assets. Instead, we maintain relationships with established institutional partners that use custodians such as Pershing LLC, a 70 year old firm owned by Bank of New York Mellon that is responsible for nearly $907.5 billion in assets.

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.

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