Estate planning

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Transferring wealth to future generations is about more than what you leave in your will.

We’ll guide you through the choices that influence how effectively you pass resources onto loved ones and ensure your intentions are aligned with your plans.

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Make America Tariff Again

Verse Wealth Welcomes Ed Terkelsen as General Manager

Verse awarded Self-licensed Firm of the Year

Verse wins Client Servicing Company of the Year & Self-licensed Firm of the Year