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

Surprise! It’s Retirement Time

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

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Calculators

Federal Income Tax

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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