Versant Capital Management, Inc.

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.

05/10/2026

Happy Mother’s Day to our clients, the incredible moms on our team, and all the women whose care, guidance, strength, and support shape families and our communities every day. Wishing you a beautiful day surrounded by the people you love.

05/05/2026

This year marked the 20th anniversary of the Dancing With the Stars Gala benefiting the National Kidney Foundation of Arizona, a nonprofit dedicated to raising awareness, providing assistance, and offering hope to Arizonans at risk of or affected by kidney disease.

We’re proud to have been a sponsor once again and to support the leadership behind this event. Shauna Vooris Connelly co-chaired this year’s gala, Thomas Connelly serves on the Foundation’s Board of Directors, and Elizabeth Shabaker and Shauna were recognized among past co-chairs during the evening.

It was an incredible night filled with energy, community, and purpose. Congratulations to the dancers and to the NKFAZ for 20 years of a truly special event!

04/03/2026

Our offices are closed today in observance of Good Friday and will reopen on Monday. Wishing you a peaceful day and a wonderful weekend.

03/09/2026

International Women’s Day is an opportunity to recognize the countless contributions women make in our communities, workplaces, and families.

Women represent 60% of Versant Capital Management's team, contributing across every part of the firm—from co-ownership and leadership, to our advisor team, operations, client service, and administration.

For more than 22 years, our work has included supporting women as they navigate important life transitions that require strategic financial guidance.

We're grateful for the women who help shape our firm, and for the opportunity to serve women and families as they build their financial lives.

02/27/2026

Art has a unique ability to heal, connect, and inspire — and that spirit was on full display at the Art Heals Arizona's "Blooming in Hope: The Art Heals Soirée."

Versant was proud to be a sponsor of this special evening, and we’re grateful for the leadership of our Co-CEO, Elizabeth Shabaker, who serves on the Art Heals Arizona board.

Congratulations to Art Heals and everyone who helped make the event so memorable.

01/22/2026

There’s been a lot of attention around 'Trump Accounts' for children, and many questions from families trying to understand how they actually work.

We break down eligibility, timing, contribution rules, tax considerations, and where these accounts may fit within a broader family wealth strategy.

𝘋𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦: 𝘍𝘰𝘳 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘰𝘯 𝘺𝘰𝘶𝘳 𝘵𝘢𝘹 𝘴𝘪𝘵𝘶𝘢𝘵𝘪𝘰𝘯, 𝘺𝘰𝘶 𝘴𝘩𝘰𝘶𝘭𝘥 𝘢𝘭𝘸𝘢𝘺𝘴 𝘤𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥 𝘵𝘢𝘹 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘈𝘯𝘺 𝘵𝘢𝘹-𝘳𝘦𝘭𝘢𝘵𝘦𝘥 𝘮𝘢𝘵𝘦𝘳𝘪𝘢𝘭 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘸𝘪𝘵𝘩𝘪𝘯 𝘵𝘩𝘪𝘴 𝘢𝘳𝘵𝘪𝘤𝘭𝘦 𝘪𝘴 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘵𝘩𝘦 𝘧𝘰𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘥𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘥 𝘱𝘶𝘳𝘴𝘶𝘢𝘯𝘵 𝘵𝘰 𝘐𝘙𝘚 𝘊𝘪𝘳𝘤𝘶𝘭𝘢𝘳 230: 𝘈𝘯𝘺 𝘵𝘢𝘹 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘤𝘢𝘵𝘪𝘰𝘯 (𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘢𝘯𝘺 𝘢𝘵𝘵𝘢𝘤𝘩𝘮𝘦𝘯𝘵𝘴) 𝘪𝘴 𝘯𝘰𝘵 𝘪𝘯𝘵𝘦𝘯𝘥𝘦𝘥 𝘵𝘰 𝘣𝘦 𝘶𝘴𝘦𝘥 𝘢𝘯𝘥 𝘤𝘢𝘯𝘯𝘰𝘵 𝘣𝘦 𝘶𝘴𝘦𝘥 𝘧𝘰𝘳 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘧 (𝘪) 𝘢𝘷𝘰𝘪𝘥𝘪𝘯𝘨 𝘱𝘦𝘯𝘢𝘭𝘵𝘪𝘦𝘴 𝘪𝘮𝘱𝘰𝘴𝘦𝘥 𝘶𝘯𝘥𝘦𝘳 𝘵𝘩𝘦 𝘜𝘚 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘭 𝘙𝘦𝘷𝘦𝘯𝘶𝘦 𝘊𝘰𝘥𝘦 𝘰𝘳 (𝘪𝘪) 𝘱𝘳𝘰𝘮𝘰𝘵𝘪𝘯𝘨 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘰𝘳 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘪𝘯𝘨 𝘵𝘰 𝘢𝘯𝘰𝘵𝘩𝘦𝘳 𝘱𝘦𝘳𝘴𝘰𝘯 𝘢𝘯𝘺 𝘵𝘢𝘹-𝘳𝘦𝘭𝘢𝘵𝘦𝘥 𝘮𝘢𝘵𝘵𝘦𝘳.

01/16/2026

Versant Capital Management will be closed on Monday, January 19, in observance of Martin Luther King Jr. Day.

01/06/2026

We are pleased to announce that Versant Co-CEO Elizabeth Shabaker, CFP®, CDC®, has been named a 2026 Business Leader by Az Business Magazine.

This is Liz’s fourth consecutive year on the wealth management list, a recognition that reflects her commitment to helping families navigate financial (and life) complexity across generations.

Congratulations, Liz!

𝘈𝘭𝘭 𝘴𝘦𝘭𝘦𝘤𝘵𝘪𝘰𝘯𝘴 𝘢𝘳𝘦 𝘮𝘢𝘥𝘦 𝘴𝘰𝘭𝘦𝘭𝘺 𝘣𝘺 𝘵𝘩𝘦 𝘦𝘥𝘪𝘵𝘰𝘳𝘴 𝘰𝘧 𝘈𝘻 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘔𝘢𝘨𝘢𝘻𝘪𝘯𝘦. 𝘕𝘰 𝘯𝘰𝘮𝘪𝘯𝘢𝘵𝘪𝘰𝘯𝘴 𝘰𝘳 𝘢𝘱𝘱𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯𝘴 𝘸𝘦𝘳𝘦 𝘴𝘶𝘣𝘮𝘪𝘵𝘵𝘦𝘥 𝘣𝘺 𝘝𝘦𝘳𝘴𝘢𝘯𝘵 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵. 𝘈𝘻 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘔𝘢𝘨𝘢𝘻𝘪𝘯𝘦 𝘱𝘳𝘰𝘧𝘪𝘭𝘦𝘴 𝘈𝘳𝘪𝘻𝘰𝘯𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘭𝘦𝘢𝘥𝘦𝘳𝘴 𝘢𝘤𝘳𝘰𝘴𝘴 𝘴𝘦𝘤𝘵𝘰𝘳𝘴, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘩𝘦𝘢𝘭𝘵𝘩𝘤𝘢𝘳𝘦, 𝘳𝘦𝘢𝘭 𝘦𝘴𝘵𝘢𝘵𝘦, 𝘤𝘰𝘯𝘴𝘵𝘳𝘶𝘤𝘵𝘪𝘰𝘯, 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯, 𝘣𝘢𝘯𝘬𝘪𝘯𝘨, 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴, 𝘮𝘢𝘯𝘶𝘧𝘢𝘤𝘵𝘶𝘳𝘪𝘯𝘨, 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺, 𝘢𝘯𝘥 𝘭𝘢𝘸. 𝘛𝘩𝘦 𝘈𝘻 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘓𝘦𝘢𝘥𝘦𝘳𝘴 𝘪𝘴𝘴𝘶𝘦𝘴 𝘧𝘦𝘢𝘵𝘶𝘳𝘪𝘯𝘨 𝘌𝘭𝘪𝘻𝘢𝘣𝘦𝘵𝘩 𝘚𝘩𝘢𝘣𝘢𝘬𝘦𝘳 𝘸𝘦𝘳𝘦 𝘱𝘶𝘣𝘭𝘪𝘴𝘩𝘦𝘥 𝘪𝘯 𝘋𝘦𝘤𝘦𝘮𝘣𝘦𝘳 2022, 2023, 2024, 𝘢𝘯𝘥 2025. 𝘕𝘦𝘪𝘵𝘩𝘦𝘳 𝘝𝘦𝘳𝘴𝘢𝘯𝘵 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘯𝘰𝘳 𝘪𝘵𝘴 𝘦𝘮𝘱𝘭𝘰𝘺𝘦𝘦𝘴 𝘱𝘢𝘪𝘥 𝘈𝘻 𝘉𝘪𝘨 𝘔𝘦𝘥𝘪𝘢 𝘢 𝘧𝘦𝘦, 𝘢𝘯𝘥 𝘯𝘰 𝘯𝘰𝘮𝘪𝘯𝘢𝘵𝘪𝘰𝘯 𝘸𝘢𝘴 𝘴𝘶𝘣𝘮𝘪𝘵𝘵𝘦𝘥 𝘧𝘰𝘳 𝘵𝘩𝘪𝘴 𝘳𝘦𝘤𝘰𝘨𝘯𝘪𝘵𝘪𝘰𝘯. 𝘛𝘩𝘪𝘴 𝘭𝘪𝘴𝘵𝘪𝘯𝘨 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘢𝘵𝘪𝘰𝘯 𝘰𝘧 𝘝𝘦𝘳𝘴𝘢𝘯𝘵 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘢 𝘳𝘦𝘧𝘭𝘦𝘤𝘵𝘪𝘰𝘯 𝘰𝘧 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦, 𝘰𝘳 𝘢 𝘵𝘦𝘴𝘵𝘪𝘮𝘰𝘯𝘪𝘢𝘭 𝘣𝘢𝘴𝘦𝘥 𝘰𝘯 𝘵𝘩𝘦 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦 𝘰𝘧 𝘢𝘯𝘺 𝘝𝘦𝘳𝘴𝘢𝘯𝘵 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘤𝘭𝘪𝘦𝘯𝘵.