Do Better. Get It Together With Vertis.
Tax, wealth, and legal finally speak the same language—because we are the only firm that has the all the right advisors working together for you.
When it comes to your money what you really want is the confidence that you are optimizing every opportunity. At Vertis, that is what we do, period. We are the first firm to combine tax attorneys, estate attorneys, and wealth managers—all under one roof at no extra cost. Only Vertis delivers this sophisticated planning to clients from $500K to $500M, providing the same elite strategies—regardless of net worth.
We create strategies that don’t just grow wealth, but keep it. From using options to protect individual positions, to tax-loss harvesting and generating tax-efficient income, every move is intentional. The result? A plan designed to help you pass more on to future generations—tax-free.
What Are You
Looking For?
You found your way here to this page. So that could mean a few things: 1. You were referred by a friend. 2. You think you can do better. 3. We peaked your curiosity which means you are not confident in what you have.
If a friend referred you, welcome—you have smart friends. If you’re here because you think there’s more you could be doing, you’re right—there is. And if we made you curious, you’re ready for a change – let us introduce you to a team you will always be confident in.
You deserve access to the same strategies the ultra-wealthy use to build, protect, and preserve what they’ve earned.
YOU NEED MORE THAN A PARTNER YOU NEED A TEAM.
What We Hear Everyday.
- “How do I know my attorney, CPA, and advisor are actually talking to each other?”
- “What happens if something changes in my life — who helps me adjust everything at once?”
- “How do I know I’m not leaving money on the table because of poor coordination?”
Our Answer.
Our Answer.
Let us get it all together. One firm,
one plan, every angle covered—no extra
cost, no excuses.
The Vertis Difference
Most wealth firms will build you a portfolio. They’ll send you to a lawyer when you need a trust. They’ll refer you to a CPA come tax time. And they’ll call it a day. We take care of everything under on roof with one cohesive plan.
Tax Planning that’s Built In
Some firms “offer” tax planning. Only Vertis has in-house tax attorneys and CPAs. Real strategies—like using options to protect individual positions, executing tax-loss harvesting, and generating tax-efficient income. It’s not just planning for this year’s return—it’s protecting decades of wealth.
Legal Estate Planning that Actually Holds Up
Plenty of firms will refer you to an attorney. Only Vertis builds multiple, layered trusts that keep your family out of probate, shield your assets from nursing care costs, and secure wealth for your children. Again, no extra charge.
Financial Planning That Connects the Dots
Every firm promises “diversified portfolios.” We combine growth funds backed by options, advanced banking strategies like CDs, bonds, annuities, and carefully selected alternative investments—including private equity and even global opportunities in emerging markets like Ethiopia with some of the world’s lowest labor costs.
Other firms give you advice. We give you an entire team of expertise—aligned, intentional, and built to protect and grow what you’ve earned.
