ABOUT US

Vertex Wealth Management has successfully guided clients through their many stages of life by helping them create, preserve and transfer their wealth.

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OUR PROCESS

We approach our client relationships with a commitment to creating a lasting, professional partnership—one that will guide you through every step of your financial life cycle.

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Plan for an enriching experience that will equip you with the tools and expertise necessary to thrive in the ever-evolving financial landscape.

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vertex [ver-teks] n. – the highest point.

At Vertex Wealth Management, we believe that both personalized service and trusted financial experience are crucial to achieving your highest potential in personal and professional realms. Whether you are accumulating wealth or enjoying retirement, money is a means to pursue your many life goals. Our firm has established a reputation for excellence in wealth management, as well as financial planning along a full spectrum of services from investment growth to insurance to retirement planning, and everything in between. As your partner in success, we insist on delivering only the highest, most comprehensive service as we work together to help secure your financial future.

Newsletters

Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators