Planning and investing made better by our team of experts. The financial planners at Verisail have deep expertise across the financial disciplines providing significant breadth and experience to our clients. Contact Us Various professionals at Verisail hold the CFP®, CFA, and CPA designations, which are widely considered to be the gold standards in financial planning, investment management, and tax planning respectively. WHO WE ARE Team Values Clientele WHAT WE DO Financial Planning Investments Fees WHY VERISAIL Our Promise Expertise How We're Different Resources 20 Second Advisor Videos Quarterly Market Updates Connect Contact Us Client Login Subscribe LEGAL / CODE OF ETHICS / PRIVACY STATEMENT Site by Lacey Passman Design