Versant Capital Management, Inc.

Versant Capital Management, Inc. Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Versant Capital Management, Inc., Financial planner, 2394 E Camelback Road, Ste 100, Phoenix, AZ.

Guiding affluent families through life's most important financial decisions with comprehensive investment portfolio management and wealth planning that connects tax strategy, estate planning, philanthropy, & business interests with family & legacy goals. We help multigenerational families, women experiencing life transitions, executives, entrepreneurs and business owners connect all facets of thei

r financial lives to help them reach their life goals. Serving businesses, individuals, and families in Dallas, TX, and Phoenix, AZ, we offer everything from investment portfolio strategies and private wealth management to tax and estate planning, liquidity and exit planning, trust services, philanthropic planning, family governance, and lifestyle concierge services; we’re here to provide comprehensive support for your unique situation.

We’re excited to announce that Elizabeth Shabaker, CFP®, CDC, Co-CEO of Versant Capital Management, has been named an Ex...
08/28/2026

We’re excited to announce that Elizabeth Shabaker, CFP®, CDC, Co-CEO of Versant Capital Management, has been named an Excellence Awardee for the InvestmentNews 2026 Women to Watch Awards in the Independent RIA Leader of the Year, Female-led category.

Liz’s leadership has helped shape Versant’s growth while keeping our client families and our people at the center of how we move forward. Her commitment to developing the next generation of advisors, creating opportunities for women in wealth management, and helping families navigate the complexities of wealth has made an impact both within our firm and across the industry.

Congratulations, Liz, and to all of the finalists!

Read more here >>> https://versantcm.com/insights/elizabeth-shabaker-named-2026-investmentnews-women-to-watch-excellence-awardee/

Disclosure: Elizabeth Shabaker was announced as a finalist for the InvestmentNews Women to Watch 2026 Awards Independent RIA Leader of the Year (Female-Led) on August 6, 2026. The nomination window opened on April 20, 2026; a nomination was submitted on June 18, 2026; and the nomination window closed on June 19, 2026. Awards and recognition by rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Versant is engaged, or continues to be engaged, to provide financial and investment advisory services; nor should they be construed as a current or past endorsement of Versant or its representatives by any of its clients. Neither Versant nor its representatives paid a fee to participate. Methodology: InvestmentNews invites individuals to nominate themselves or third-party candidates. “Excellence awardees” (shortlisted Finalists) in each category will be determined from both pools of information. All submissions from their Excellence Awardees are forwarded to the independent judging panel. The panel will assess and vote for their winners in each category according to the relevant category criteria.

Investment management is only one part of the picture.In a recent Forbes Finance Council article, Versant Co-CEO and Chi...
08/17/2026

Investment management is only one part of the picture.

In a recent Forbes Finance Council article, Versant Co-CEO and Chief Investment Officer Royce Ramey, CFA®, shares his perspective on what sophisticated clients often value from their wealth advisors as their financial lives become more complex.

In many cases, these clients were underserved at prior firms and value open communication to discuss the issues on their minds.

The biggest financial decisions in a woman's life rarely happen on a spreadsheet. They happen during life's transitions....
08/04/2026

The biggest financial decisions in a woman's life rarely happen on a spreadsheet. They happen during life's transitions.

A business sale. A promotion. Divorce. The loss of a spouse. An inheritance. Caring for aging parents. Preparing for children’s futures. In those moments, financial decisions become connected to every other part of life.

We're proud to have Liz Shabaker, Jennifer Kirksey, Brittyn Russell Brender, and Aimee Williams-Ramey featured in D Magazine's Women of Influence edition.

If you're looking for a different kind of conversation about wealth, we hope you'll enjoy the article: https://www.dmagazine.com/sponsored/2026/07/versant-capital-management-women-wealth-planning/

Following another year of expansion, Versant Capital Management has been recognized as one of the nation's Top 50 Fastes...
07/30/2026

Following another year of expansion, Versant Capital Management has been recognized as one of the nation's Top 50 Fastest-Growing Registered Investment Advisory (RIA) Firms by Financial Advisor magazine for a second consecutive year.

"We're honored to be recognized again this year, as it reflects the hard work of our team and another year of exciting growth for our firm."
— Elizabeth Shabaker, Co-CEO

Read more here: https://versantcm.com/insights/news/versant-capital-management-named-among-americas-50-fastest-growing-registered-investment-advisers-for-second-consecutive-year/

Versant Capital Management will be closed tomorrow in observance of Independence Day. Wishing you and your family a joyf...
07/02/2026

Versant Capital Management will be closed tomorrow in observance of Independence Day. Wishing you and your family a joyful holiday weekend!

We are proud to announce that Versant Chief Operating Officer, Jennifer Kirksey, has been named a 2026 Dallas Business J...
06/25/2026

We are proud to announce that Versant Chief Operating Officer, Jennifer Kirksey, has been named a 2026 Dallas Business Journal Women in Business honoree. The award recognizes women who are influential within their organizations and in shaping the North Texas business community.

Jennifer has built the operational and technology infrastructure that supports Versant’s growth trajectory. By modernizing the firm's systems and processes, she has enhanced the client experience and helped shape an environment that invests in employees’ professional advancement and service to the community.

Congratulations, Jennifer!

𝘋𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦: 𝘛𝘩𝘦 2026 𝘞𝘰𝘮𝘦𝘯 𝘪𝘯 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘈𝘸𝘢𝘳𝘥𝘴 𝘢𝘳𝘦 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘦𝘥 𝘣𝘺 𝘵𝘩𝘦 𝘋𝘢𝘭𝘭𝘢𝘴 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘑𝘰𝘶𝘳𝘯𝘢𝘭. 𝘏𝘰𝘯𝘰𝘳𝘦𝘦𝘴 𝘸𝘦𝘳𝘦 𝘴𝘦𝘭𝘦𝘤𝘵𝘦𝘥 𝘧𝘳𝘰𝘮 𝘮𝘰𝘳𝘦 𝘵𝘩𝘢𝘯 200 𝘯𝘰𝘮𝘪𝘯𝘢𝘵𝘪𝘰𝘯𝘴 𝘣𝘺 𝘢 𝘫𝘶𝘥𝘨𝘪𝘯𝘨 𝘤𝘰𝘮𝘮𝘪𝘵𝘵𝘦𝘦 𝘤𝘰𝘮𝘱𝘳𝘪𝘴𝘦𝘥 𝘰𝘧 𝘱𝘢𝘴𝘵 𝘞𝘰𝘮𝘦𝘯 𝘪𝘯 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘩𝘰𝘯𝘰𝘳𝘦𝘦𝘴 𝘢𝘯𝘥 𝘋𝘉𝘑 𝘯𝘦𝘸𝘴𝘳𝘰𝘰𝘮 𝘭𝘦𝘢𝘥𝘦𝘳𝘴. 𝘕𝘰𝘮𝘪𝘯𝘢𝘵𝘪𝘰𝘯𝘴 𝘸𝘦𝘳𝘦 𝘢𝘤𝘤𝘦𝘱𝘵𝘦𝘥 𝘧𝘳𝘰𝘮 10/20/2025 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 5/29/2026, 𝘢𝘯𝘥 𝘩𝘰𝘯𝘰𝘳𝘦𝘦𝘴 𝘸𝘦𝘳𝘦 𝘢𝘯𝘯𝘰𝘶𝘯𝘤𝘦𝘥 𝘰𝘯 6/17/2026. 𝘕𝘰 𝘧𝘦𝘦 𝘸𝘢𝘴 𝘱𝘢𝘪𝘥 𝘵𝘰 𝘣𝘦 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘧𝘰𝘳 𝘰𝘳 𝘵𝘰 𝘳𝘦𝘤𝘦𝘪𝘷𝘦 𝘵𝘩𝘪𝘴 𝘳𝘦𝘤𝘰𝘨𝘯𝘪𝘵𝘪𝘰𝘯, 𝘢𝘯𝘥 𝘪𝘵 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘷𝘪𝘦𝘸𝘦𝘥 𝘢𝘴 𝘢 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴 𝘰𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘰𝘶𝘵𝘤𝘰𝘮𝘦𝘴.

Happy Father’s Day!
06/21/2026

Happy Father’s Day!

Our offices will be closed tomorrow, Friday, June 19, in observance of Juneteenth. We wish everyone a wonderful holiday ...
06/18/2026

Our offices will be closed tomorrow, Friday, June 19, in observance of Juneteenth. We wish everyone a wonderful holiday weekend.

Our Phoenix team recently stepped away from our desks and spent an afternoon volunteering with Art Heals Arizona.Art Hea...
06/11/2026

Our Phoenix team recently stepped away from our desks and spent an afternoon volunteering with Art Heals Arizona.

Art Heals provides transformative opportunities for children to experience healing and self-expression through art. Our connection to this outstanding organization runs deep. Co-CEO Elizabeth Shabaker, CFP®, CDC®, has served on its Board of Directors for many years, and members of our team have supported Art Heals through volunteer service, gala leadership, art auctions, and other fundraising efforts.

Thank you to Art Heals for the warm welcome and for the difference you make every day in the lives of children and families across our community!

If you're a financial services professional who thrives on precision and ex*****on, and is looking for the next step in ...
06/08/2026

If you're a financial services professional who thrives on precision and ex*****on, and is looking for the next step in your career with an employee-owned multi-family office, we'd love to hear from you.

Learn more about the role and apply here >>> https://versantcm.com/client-operations-associate-dallas/

Address

2394 E Camelback Road, Ste 100
Phoenix, AZ
85016

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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