Retire with Confidence

We simplify the wealth management process

Income Planning • Investment Management • Tax Planning • Wealth Management

Williamsburg • Richmond • Virtually Anywhere

Why Vertical Wealth Management?

Tackling portfolio management, tax planning, insurance, charitable giving, and retirement income is enough to make anyone feel anxious, doubtful, and fearful about their financial future. Especially if you’re doing it all alone.

At Vertical Wealth Management, our greatest pride stems from turning the “ retirement dream” into a reality. As an independent fiduciary firm, we’re legally bound to create the comprehensive financial plan that fits your best interest. It’s been a privilege creating financial freedom for our Virginia-based clients. Now, with virtual financial planning, we look forward to creating more of the same both locally, and nationwide.

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Virtual Advising

We’re Flexible. We’ll meet you wherever you are.

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Fee Transparency

We’re an open book. All Fees are upfront and obvious.

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Fiduciaries

We’re committed. and legally obligated, to always act in the best interests of our clients.

Why Virtual Financial Planning?

You need an advisor who’s planning fits your schedule. Because, let’s face it, meeting in person isn’t always practical. Other obligations like your family and career come first. But the quality of your advisory service can’t come at the cost of your busy schedule. Thankfully, with virtual financial planning, it doesn’t have to.

Our virtual financial planning replaces long commutes and major time commitments with personal convenience and instant connections. You’ll be able to speak face-to-face, review your finances, and plan effectively with your advisor from anywhere with an internet connection.

Schedule your Free Virtual Assessment