Chamblee, GA Office
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Verisail Partners, LLC
Team
Firm-wide stats for Verisail Partners, LLC
About
Verisail Partners provides comprehensive financial planning and investment management to individuals, families, businesses, and retirement plans. Client engagements typically begin with an initial financial planning process and proceed to ongoing investment management and implementation services, with Held-Away Asset Management available for accounts maintained at other custodians.
The firm follows a top-down, asset-allocation-centered investment process and documents client objectives in an Investment Policy Statement; it explicitly employs a factor-based approach, citing the Fama–French three-factor model, and implements allocations using individual securities, mutual funds, and ETFs. Most accounts are managed on a discretionary basis, portfolios and models are reviewed by an investment committee quarterly, and clients have access to online reporting through Blueleaf.
Distinctive features in the brochure include an affiliated advisory resource: an investment adviser representative who is a licensed certified public accountant and who performs limited accounting and tax services outside the firm. Verisail also describes a formal HAAM process that can include client-authorized login access to held-away retirement accounts, together with documented compliance controls (a written code of ethics, fiduciary acknowledgments, and absence of performance-fee arrangements).
Based on Verisail Partners, LLC
Expertise
Based on Verisail Partners, LLC
Location
5256 Peachtree Road, Suite 170
Chamblee GA 30341
Advisors at this office
4
Advisors at this office
Taylor S
CFP®, Series 65
Chamblee, GA
Verisail Partners, LLC
Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.
Scott V
CFP®, CFA®, Series 65
Chamblee, GA
Verisail Partners, LLC
Scott Voigt is a CFP®, CFA®, and Series 65-licensed advisor with 15 years of industry experience. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.
Bradford G
CFP®, Series 65
Chamblee, GA
Verisail Partners, LLC
Bradford Gilliam is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Verisail Partners, LLC and also owns Rooted Landscape, a landscaping business he has operated since 2017. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.
Thaddeus G
CFP®, CFA®, Series 66
Chamblee, GA
Verisail Partners, LLC
Thaddeus Gilliam is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.
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