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

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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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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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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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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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Tax-Deferred Savings

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

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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