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Financial Planning

Investment Management

Tax Planning

Retirement Income Planning

Insurance Planning

Social Security Planning

Family Office

Vertical Wealth Management
6678 Richmond Road, Suite 101
Williamsburg, VA 23188
(757) 490-7833

* By Appointment Only

Vertical Wealth Management
3900 Westerre Parkway, Suite 300
Richmond, VA 23233
804-404-7599

* By Appointment Only

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Investment advisory services are offered through Vertical Wealth Management, a Registered Investment Adviser in the state of Louisiana, Texas, and Virginia. Vertical Wealth Management offers fee-based financial planning and investment advisory services. Insurance products and services are provided separately.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Vertical Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Vertical Investments, LLC dba Vertical Wealth Management, a Registered Investment Advisor in the states of Louisiana, Texas, and Virginia.. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Mark Shelby. All investing involves risk including loss of principal. Past performance does not guarantee future results.

Vertical Wealth Management and Mark Shelby are not affiliated with or endorsed by the Social Security Administration or any other government agency.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Louisiana, Texas, and Virginia or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Member FINRA/SIPC

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