Versatile Wealth Management

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For many business owners, years are spent building a successful business—but far less time is spent planning for what comes next.

The reality is that the strongest exit strategies begin long before you're ready to step away. Planning ahead can create more flexibility, preserve your business's value, and help ensure your transition aligns with your personal, financial, and legacy goals.

At Versatile Wealth Management, we work with business owners to develop thoughtful exit and succession strategies that support the future they envision—for themselves, their families, and the businesses they've worked so hard to build.

Please join us in celebrating Claire Saverino on her one-year work anniversary with Versatile Wealth Management!

Over the past year, Claire has been a fantastic addition to our Operations team. As a Financial Representative Assistant, she has demonstrated dedication, attention to detail, and a commitment to supporting both our advisors and clients, making a meaningful impact on our team.

Claire, thank you for everything you've contributed during your first year. We're grateful to have you as part of the Versatile team and look forward to many more milestones together. Happy Work Anniversary!

Retirement planning is about more than building wealth. It is about creating a strategy for how you'll use it.

While investments play an important role, they are only one piece of the equation. Taxes, withdrawal strategies, Social Security, Medicare, and the timing of retirement income can all have a meaningful impact on your long-term financial picture.

At Versatile Wealth Management, we take a comprehensive approach to retirement planning by helping clients understand how all the pieces work together. With a thoughtful income strategy, you can be better prepared for the opportunities and challenges that retirement may bring.

We're proud to celebrate an incredible milestone for Wes Cooper!

Wes has been recognized as a 2026 Forbes Best-in-State Financial Security Professional, an honor that reflects the dedication, care, and commitment he brings to his clients each and every day.
Anyone who knows Wes knows this recognition didn't happen overnight. It's the result of years spent building meaningful relationships, showing up for clients through every stage of life, and always putting their best interests first. He genuinely cares about the people he serves, and that commitment is evident in everything he does.

This recognition also wouldn't be possible without the incredible team that supports him every day. From our advisors to our operations team, this honor is a reflection of the collaborative culture we've built at Versatile Wealth Management. We are grateful for everyone who plays a role in helping our clients receive the level of service and care they deserve.

Congratulations, Wes, on this well-deserved recognition. We're proud to celebrate this achievement and even more proud to have you leading the way.

Ranking published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo

Happy Birthday to our August birthdays: Wes Cooper, Justin Partlow, Brianna Martin, and Gayle Averitt! 🎉

As summer winds down, we're taking time to celebrate four incredible members of the Versatile team. Each of you brings unique talents, dedication, and perspective that help make our team stronger, and we're grateful for the impact you make every day.

We hope this month brings plenty of reasons to celebrate, time with family and friends, and the opportunity to enjoy everything August has to offer. Wishing Wes, Justin, Brianna, and Gayle a wonderful birthday and a fantastic year ahead!

Building a successful business takes vision, dedication, and years of hard work. Ensuring that success continues beyond your ownership requires the same level of intentional planning.

Whether your goal is to transition your business to the next generation, key employees, or a future buyer, a well-designed succession plan can help protect what you've built, create continuity, and provide confidence for the road ahead.

At Versatile Wealth Management, we partner with business owners to create thoughtful succession strategies that reflect their goals, protect the value they've built, and help ensure their legacy continues for generations to come.

A trip to Nebraska turned into the perfect mix of family time, baseball, and collaboration.

Wes Cooper spent a few days in Nebraska with his wife, their son, and one of their son's baseball teammates, making the most of everything the trip had to offer. Between taking in the excitement of the College World Series, spending time on the golf course, and making memories together, it was a week well spent. Being able to share the experience of the College World Series with the boys made it even more memorable.

The trip also included the opportunity to spend time with our marketing partner, Elkhorn Marketing Group. There's tremendous value in sitting down face-to-face to exchange ideas, talk through strategy, and continue building the Versatile brand together. Strong partnerships are built through collaboration, and we're grateful for the opportunity to continue growing alongside the EMG team.

Where can you find Versatile Wealth Management?

While our main office is located in Dallas, our team proudly serves clients from multiple locations across Texas and Missouri. In addition to Dallas, you'll find us in Sulphur Springs, Sherman, and Tyler, Texas, as well as St. Louis, Missouri.

And while our offices may be located in a handful of cities, our reach extends far beyond them. We work with individuals, families, and businesses across the country, providing personalized financial guidance no matter where they call home.

Whether you're down the street or across the nation, our commitment remains the same: helping you navigate every season of life with thoughtful planning and trusted guidance.

Northwestern Mutual's Annual Meeting is always an opportunity to learn, celebrate, and reconnect, and this year was no exception.

From kicking off the week at the Roots & Wings 5K to spending time connecting with colleagues from across the country and strengthening relationships within our own 074 Network Office and the Versatile team, it was a week filled with meaningful moments. Wes also had the opportunity to tee it up with fellow advisors from our Dallas office for a round at the renowned Erin Hills Golf Course, creating another memorable experience outside of the meeting sessions.

We also celebrated our team's accomplishments as several members were recognized for achieving Forum, with a few attending the exclusive Forum Recognition Dinner. The week wrapped up with an unforgettable evening enjoying the Miranda Lambert and Benson Boone concert together.

We're returning home with new ideas, stronger relationships, and renewed energy to continue serving our clients and communities with excellence.