by Amy Thompson | Jun 5, 2025 | Featured, News
The Future of Financial Advising: How AI and Tech Are Reshaping the Industry At Vertis Wealth, we believe that the future of financial advising lies at the intersection of cutting-edge technology and human insight. As artificial intelligence, automation, and digital...
by Amy Thompson | May 12, 2025 | Featured, News
Raising a child is one of life’s greatest joys—but it also comes with major financial responsibilities. From diapers and daycare to insurance and college savings, the costs can add up quickly. In fact, the average cost of raising a child to age 18 exceeds $230,000—not...
by Amy Thompson | Apr 17, 2025 | Featured, News
How to Spot and Avoid Financial Scams & FraudProtect 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...
by Amy Thompson | Apr 2, 2025 | Featured, News
Tax planning is a vital part of financial success for any small business.Unfortunately, many entrepreneurs end up overpaying simply because they’re unaware of the deductions and strategies available to them. As Warren Buffett aptly said:“Simplifying and cutting taxes...
by Amy Thompson | Mar 26, 2025 | Featured, News
Why Financial Planning is Essential for Your Future Financial planning is the foundation of long-term success and security. It’s not just about accumulating wealth—it’s about creating a roadmap for your future, ensuring stability, and leaving a lasting legacy. At...
