Contact UsMtshelby2025-11-09T11:40:40+00:00

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Let’s Talk About Your Financial Future

Clarity Starts with a Conversation

If you’re approaching retirement, already retired, or managing significant wealth—you’re likely facing complex financial choices.

At Vertical Wealth, we offer clear, outcome-focused advice tailored to your goals. Let’s talk about how we can turn uncertainty into a plan and move forward with confidence.

Schedule a Meeting

Our Offices: by appointment only

Williamsburg VA

5252 OldeTowne Road
Williamsburg, VA 23188

Richmond, VA

3900 Westerre Parkway, Suite 300
Richmond, VA 23233

FAQs

What makes Vertical Wealth Management different?

We focus on simplifying financial decisions through direct communication and practical solutions.

What is your investment approach?

We focus on long-term strategies with a structured five-step approach.

Do I need to live near your office?

No. Our virtual-first approach means you can work with us from anywhere while maintaining personal service.

What is your minimum investment requirement?

While we typically work with clients having $750,000 or more in investable assets, we evaluate each situation individually.

How do you get paid?

We operate as a fee-based fiduciary, with compensation primarily through a percentage of assets under management.

Clear Path. Confident Retirement.

It starts with a focused conversation about your retirement goals—and a plan to help you reach them with clarity and confidence.

Complimentary Assessment

All 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. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Vertical Investments, LLC dba 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 an Investment Advisor in the State of Louisiana, Texas, and Virginia. Insurance services are offered by Mark Shelby, sole proprietor. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should 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 State of Louisiana, Texas, and Virginia or where otherwise legally permitted.

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.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Links to Other Sites: The inclusion of any link is not an endorsement of any products or services by Vertical Investments, LLC dba Vertical Wealth Management. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Vertical Investments, LLC dba Vertical Wealth Management, nor any agency, officer, or employee of the Vertical Investments, LLC dba Vertical Wealth Management warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

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