Moors & Cabot Inc

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.

Wealth Management Solutions, located in Scottsdale, AZ, is a fee-only fiduciary financial planning firm dedicated to providing tailored financial strategies to various client groups, including business owners, corporate executives, divorcées, and retirees. Their approach integrates an investment philosophy grounded in Nobel Prize-winning economic research, ensuring that clients maximize their wealth through customized financial planning and tax savings strategies. The firm comprises a skilled team led by Principal Financial Advisor David Rosenthal, alongside financial and operations professionals who collectively focus on delivering clarity and confidence amidst complex financial situations. They emphasize a comprehensive understanding of each client's unique circumstances, helping them achieve their lifelong financial goals efficiently. Generated from the website