Vertical Wealth Management is an independent, objective, fee-based Registered Investment Advisor firm providing risk-conscious investors with conflict-free, custom-tailored investment strategies to meet both short and long-term needs. They emphasize full transparency through separately managed accounts, ensuring that as a fiduciary investment manager, they are legally obligated to prioritize their valued clients' interests. Discipline is the central principle of their process, helping clients avoid chasing returns and assuming unacceptable risks. The firm simplifies the financial planning process for individuals nearing retirement or those who have already retired. With a target audience of clients aged 50 and above with $1,000,000 in investable assets, they aim to help clients retire with confidence.

At Vertical Wealth Management, they take pride in turning the retirement dream into reality by creating comprehensive financial plans tailored to each client's best interests. Tackling portfolio management, tax planning, insurance, charitable giving, and retirement income can be overwhelming, especially if faced alone. They offer a range of services including income planning, investment management, tax planning, and wealth management. Based in Williamsburg and Richmond, they extend their services virtually, allowing them to meet clients wherever they are. Their commitment to fee transparency ensures that all fees are upfront and obvious, fostering an open-book approach. This disciplined approach ensures that investments are aligned with the client's objectives, risk tolerance, and investment horizon.

Vertical Wealth Management intends to create lifelong partnerships with its valued clients. Tax planning is another crucial aspect of their service offering. Their in-house CPAs specialize in income planning, asset location, and charitable giving, helping clients minimize taxes while growing and protecting their wealth. Insurance planning is another key component of their comprehensive financial planning process. They ensure that clients have the proper amount of life, home, auto, umbrella, disability, and long-term care insurance. By focusing on objective figures on risks, returns, and historical performances, they help clients keep emotions, biases, and other outside influences in check.

Vertical Wealth Management is dedicated to helping individuals and families achieve their financial goals with confidence and security. Its integrated approach includes investment management, tax planning, income strategies, and insurance planning, ensuring confident and peaceful retirement for the clients. With a commitment to personalized service and innovative solutions, they stand as a trusted partner in retirement planning.

Visit us for more information: https://verticalwealth.com