Retire with Confidence
We simplify the wealth management process
Income Planning • Investment Management • Tax Planning • Wealth Management
Williamsburg • Richmond • Virtually Anywhere
Preserve and Grow Your Financial Legacy
What is Lorem Ipsum?
What is Lorem Ipsum?
What is Lorem Ipsum?
What is Lorem Ipsum?
What is Lorem Ipsum?
What is Lorem Ipsum 1?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
What is Lorem Ipsum 2?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
What is Lorem Ipsum 3?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
What is Lorem Ipsum 4?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
What is Lorem Ipsum 5?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
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.
Vertical Wealth Management
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Who Do We Work With?
Working toward retirement – in your 30’s, 40’s, and 50’s – we’ll help you get there.
Already Retired
You may have stopped working, but your retirement can’t…
Nearing Retirement
You’ve worked hard for years. And now as you enter…
Business Owners
Business owners have to be versatile in how they operate…
Physicians
It took delaying gratification to earn an M.D., and…
Virtual Advising
We’re Flexible. We’ll meet you wherever you are.
Fee Transparency
We’re an open book. All Fees are upfront and obvious.
Virtual Advising
We’re Flexible. We’ll meet you wherever you are.
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.
Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. 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.
(757) 490-7833 – (804)-404-7599
Vertical Wealth Management
6678 Richmond Road, Suite 100
Williamsburg, VA 23188
Vertical Wealth Management
3900 Westerre Parkway, Suite 300
Richmond, VA 23233
Contact Us
Information about securities-registered professionals may be found at FINRA BROKERCHECK.
Member FINRA/SIPC
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