General Info

VersiFi Private Wealth is a multi-generational, multi-disciplined, independent wealth management firm established to meet the diverse financial needs of our clients, who range from individuals and families to business owners and organizations. Our wealth advisors, distinguished by their varied backgrounds and expertise, come together to create customized plans with the goal to see that you have the most confident and rewarding financial experience. From new investors to legacy planners, we can provide support throughout your financial life cycle and help you work towards your financial goals. We carefully chose the name VersiFi Private Wealth to accurately reflect our firm's versatility, diversity, and fiduciary focus.