Versant Capital Management, Inc.

07/02/2026

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

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.

06/21/2026

Happy Father’s Day!

06/18/2026

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

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!

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/

06/08/2026

𝐌𝐚𝐣𝐨𝐫 𝐟𝐞𝐝𝐞𝐫𝐚𝐥 𝐬𝐭𝐮𝐝𝐞𝐧𝐭 𝐥𝐨𝐚𝐧 𝐜𝐡𝐚𝐧𝐠𝐞𝐬 𝐰𝐢𝐥𝐥 𝐭𝐚𝐤𝐞 𝐞𝐟𝐟𝐞𝐜𝐭 𝐨𝐧 𝐉𝐮𝐥𝐲 𝟏.

One of the most significant federal student loan overhauls in decades is about to take place, bringing changes to repayment options, Parent PLUS loans, and graduate student borrowing.

Students and families could benefit from reviewing their current loans and future education funding plans before the new rules begin.

Major federal student loan changes arrive July 1. Experts urge borrowers to review plans now before their choices narrow.

05/29/2026

The Trump Accounts for Children app is now rolling out.

The U.S. Treasury Department has launched the app, providing parents and guardians with a way to manage eligible children’s accounts. Families who enroll will receive instructions from the Treasury Department on how to activate and access their accounts.

Beginning July 4, 2026, the federal government will make a $1,000 contribution to eligible children’s Trump Accounts, with funds invested in a broad stock market index.

Read our updated article linked below with the latest information on the app rollout.

Meta description: Year-end retirement tax information for high-net-worth investors: RMDs, QCDs, HSA and IRA limits, and key deadlines to help with after-tax retirement outcomes.

05/25/2026

Versant Capital Management is closed today in observance of Memorial Day. As we spend time with family and friends, we remember those who made the ultimate sacrifice in service to our country.

05/19/2026

For many founders and entrepreneurs, selling a business feels like the finish line. But once the transaction closes, they often find themselves facing questions that have little to do with the balance sheet:

► How does this change my family, my relationships, and the future we’re building?
► How does my decision-making process change once the business is no longer driving every day?
► What should guide major decisions in the next phase of life?

In his latest article for the Forbes Finance Council, Royce Ramey, CFA explores why those who navigate this transition well tend to do one thing differently: They design around outcomes rather than tools.

This article is a thoughtful read for entrepreneurs, founders, and business owners preparing for a sale, succession event, or liquidity transition.