Elizabeth Shabaker, Versant Capital Management | Best Financial Advisor | Women’s Choice Award

Elizabeth Shabaker

Chief Executive Officer
Versant Capital Management
2394 E. Camelback Rd. Ste 100
Phoenix, AZ 85016
602-635-3760
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Certifications & Licenses:  

CFP® CDC®

Specializing in all aspects of wealth management, I serve Versant’s clients through relationships based on mutual trust, integrity, and intimacy. My expertise and experience with family governance and next-generation planning is extensive. I engage with clients in a discovery process to identify the factors that impact and preserve their wealth. - Elizabeth Shabaker

Our Practice

At Versant, aligning your interests with ours allows us a totally different perspective on investing than traditional banks and brokerages. Your goals, circumstances, and preferences come first. Our first duty is to help make your financial and human resources work to meet your family’s goals and objectives.

Our investment philosophy rests on the bedrock of Versant’s investment beliefs, and its application through our investment process, governed by our core values.

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Disclosures

Broker: Charles Schwab
Term: 12/26/2023 - 12/31/2024