How to Spot and Avoid Financial Scams & Fraud
Protect Your Wealth with Vertis Wealth

Financial scams are evolving—and they’re more convincing than ever. From phishing emails to fake investment offers, fraudsters use urgency and high-return promises to target investors, especially those new to the market.

At Vertis Wealth, we help our clients stay ahead of these threats. Knowing what to watch for is your first line of defense.

Common Red Flags:

• Guaranteed high returns with no risk

• Pressure to act quickly on “exclusive” deals

• Vague or missing information

• Requests for unusual payments

• Unregistered or unverified contacts

Protect Yourself:

• Verify before you invest. If you don’t know who’s contacting you—don’t respond.

• Avoid sharing personal info unless you’ve confirmed the source.

• Never click suspicious links or open unknown attachments.

• Work with a trusted advisor to filter legitimate opportunities from fraud.

Scammers often impersonate financial advisors, government agents, or bank reps. If something feels off, it probably is.

Let Vertis Wealth Be Your Guide

Fraud is a real threat—but with the right advisor, you don’t have to face it alone. Our team helps you stay informed, make smart financial decisions, and protect your future.

If you’ve received something suspicious or want a second opinion, contact us. We’re here to help safeguard your financial future.