OUTREACH PROGRAM
Discover Your Legacy
It’s never too late to work toward your dreams.
Our Goals
- Leverage Vertis Wealth’s national presence to make a tangible difference in communities.
- Empower employees to contribute through meaningful volunteer initiatives.
- Serve as a trusted resource for financial, legal, and accounting expertise.
- Invest in communities through strategic donations to valued partners.
Building Legacies, Empowering Communities
At Vertis Wealth, we believe that everyone deserves the chance to create a meaningful legacy. That belief inspired the Vertis Wealth Outreach Program—a mission to connect with individuals from all walks of life and provide them with the tools to secure their future.
A Personal Vision
“A number of years ago, my husband passed away. About a year later I came to see my son Gary, the President and Founder of Vertis Wealth, about wanting to work in the customer service side of his company.
We had to figure out how to contact these people since most of our clients were acquired through acquisitions, mergers, and referrals. So I designed the Outreach Program specifically to contact people whom we haven’t worked with and haven’t worked with any of their friends. When we contact people through seminars, surveys, or whatever the case may be, this gives us an opportunity to discuss some of the issues they may be facing, and it turned out that many people are facing these issues.
While many middle-class people may not have issues with a business that they own, their liabilities tend to be with Medicare or long-term care. Our Outreach Program was established to help others understand these bigger issues as well as introduce them to our firm. During a seminar or after a survey, we give people a glimpse of how the wealthy have been taking care of their money and assets for many, many years.”
Our Partners
The Outreach Program is more than an initiative—it’s a commitment to ensure everyone has access to the tools and knowledge they need to thrive. Together, we’re shaping futures and building legacies that endure for generations.