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We are a privately held company in Dallas, TX.

Versant Capital Management is a boutique investment firm in Dallas, TX, providing personalized wealth management, investment management, retirement planning, tax planning, estate planning, exit planning, and philanthropic strategies. We serve multigenerational families, business owners, executives, and women in transition, helping align your financial life with your goals. From portfolio strategy to family governance and lifestyle concierge services, our conflict-free, integrated approach empowe...

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