Financial Planning &
Wealth Management Services
If it’s not working together, it’s not working.
Let’s fix that. It’s never too late to work toward your dreams.
Planning that actually holds up.
Financial planning shouldn’t feel like a series of referrals. It should feel like a real plan—where your tax, legal, and investment decisions are working together, not across purposes.
That’s what we build at Vertis. Not just portfolios. Not just projections. Systems that support your goals from every angle.
We don’t believe in the “set it and forget it” model. Life shifts. So do laws. So do markets. Your plan has to keep up. That’s why every Vertis financial strategy is designed to adapt—and why we stay in sync with your tax and legal structures from the start. Two ways we work. Same high standard.
Tier 1: Full Coordination
For clients who bring all their assets under our roof, we serve as the strategic hub. Tax, legal, and wealth management—aligned, monitored, and actively managed through one team. This is the full Vertis experience: one plan, every piece working together.
Tier 2: Strategic Engagement
If you’re already working with an advisor—or not ready to move everything—our Tier 2 approach gives you access to our planning tools and expertise, with the flexibility to connect with your existing team. We’ll tell you where the gaps are. We’ll help you close them.
An Independent Perspective
That independence lets us build portfolios with the right mix of risk, liquidity, and tax efficiency—without being locked into someone else’s product shelf. It means we can pair options strategies with private equity, build ladders of CDs and bonds, or access global investments when they make sense. No conflicts. No commissions. No nonsense.
The result? Advice you can actually trust. A team that works for you. And a plan that’s built on your goals—not someone else’s margin.