WHAT CHANGEDFAQs

What has changed?

We have launched our new brand, VersiFi Private Wealth, in collaboration with LPL Financial Strategic Wealth Services. This new partnership brings enhanced capabilities and the support of a back-office team of experienced professionals to help us focus more on you and your needs, our top priority.

What motivated you to make the change?

We take pride in serving you and have adapted our financial management practice to reflect the growing changes within the financial industry. This new model gives us greater independence, additional resources, improved technology, and access to a broader range of strategies than we have observed elsewhere in the industry. It also enables us to provide you with more choices and an elevated level of service.

Where will my assets be held, and how safe will they be?

As a Financial Industry Regulatory Authority (FINRA) member firm, subject to the federal securities laws and the rules of industry self-regulatory organizations, LPL Financial prioritizes its obligations to protect client assets in their custody with the utmost care and scrupulous adherence to financial protection rules, including those governing the segregation of client assets.

LPL provides an enormous catalog of services and resources and a long history of financial stability. The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $750,000,000 subject to conditions and limitations. The account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

How is my personal information protected?

To protect your personal information from unauthorized access and use, LPL Financial uses security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. LPL’s online environment uses security technologies, including layered security and access controls over personal information. For further information, please visit LPL’s Privacy/Security page at: www.lpl.com/disclosures/privacy-security.html

Has your investment process changed?

No. We will continue focusing on providing you with strategies tailored to your specific needs, goals and risk profile and utilizing LPLs vast resources to elevate your overall experience.

What is your new website and how do I log into my account?

Our new website address is: www.versifiprivatewealth.com. You can access your account by clicking the Account View button located at the top of each page on our new site.

Has your office location or contact information changed?

Our office address and phone number has not changed. We are still located at: 1980 Festival Plaza Drive, Suite 410, Las Vegas, NV 89135 and can be reached at 702-577-1930. For general inquiries, you can email info@versifipw.com.

How did you choose your name?

We carefully chose the name VersiFi Private Wealth to accurately reflect our investment services firm's versatility, diversity, and fiduciary focus. In alignment with LPL Financial and our affiliates, the team at VersiFi Private Wealth provides comprehensive strategies for individuals, families, businesses, and organizations. Our investment services firm was established to work towards all our client's financial needs under one roof.