Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Joseph Wollersheim is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Phoenix, AZ make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
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Versant Capital Management is a boutique investment firm in Phoenix, AZ, 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 empowers you to grow, preserve, and transfer wealth so you can live the life you imagine.
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
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