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.

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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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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SCHEDULE AN EVENT

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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Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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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: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

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

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