Financial Planning

Personal Comprehensive Financial Planning

The logistics of wealth accumulation and retirement planning are tremendous. Trying to handle all the investments, insurance, taxes, timing, and estate concerns yourself is impossible. But our team is here to simplify it all down, and to strategize a step-by-step process to take you where you want to go. 

Though each of our clients has a different wealth journey, they’ll always find themselves at one of three stages. They’re either enhancing, preserving, or transferring their wealth. And at Vertical Wealth Management, we help with all three.

1. Wealth Building

We’ll employ a variety of investment, management, and tax strategies to keep your wealth growing.


2. Wealth Preservation

We’ll help hedge your wealth against the unexpected, illnesses, disabilities, and fraud.

3. Wealth Transference

 We’ll handle your estate to ensure your wealth goes to the people and causes you care about.

Our Financial Planning Process

Our comprehensive plans stem from your ideals. We learn where you’re looking to go, then build the roadmap there. This uncovers the immediate and long-term investments, incomes, and protections needed to bring your vision to life.

Don’t worry about what stage you’re in either. We specialize in helping those nearing retirement as well as those who already have. That’s because we’re experienced in developing wealth for a variety of client types and life stages. So whether you’re still working, running a business, leaving a legacy, or giving back to a community, we’ve got you covered.

In order to meet your life’s ever-evolving financial needs, our comprehensive planning process has to evolve with them. By having lifelong relationships with our clients, we’re able to regularly check in on their progress and make adjustments whenever needed. These adjustments may include but are not limited to risk tolerance, investment type, protection priorities, and income withdrawal strategization. But regardless of what’s needed, we’re here to make it happen.