Thoughtful Planning for Purposeful Living

Welcome to Vertex Planning Partners.

Who we are

At Vertex Planning Partners, our reputation is built on experience, results, and strong client relationships, specializing in Wealth Management, Estate Planning, Generational Wealth, and Tax Planning & Strategy services.

Wealth Management

From strategic retirement planning and asset diversification to philanthropic endeavors, our PATH^℠ approach ensures every financial goal and challenge is addressed with comprehensive guidance.

Generational Wealth

Our Generational Wealth service is characterized by comprehensive financial administration and an unwavering commitment to the preservation and growth of your family's wealth. Our approach is anchored in deep market knowledge, discretion, and a dedication to aligning with your family's long-term objectives.

Tax Planning

To provide Tax and Accounting strategies both insightful and meticulous, we prioritize understanding your unique goals, needs and background. This approach is grounded in the belief that we will earn the right to remain your valued partner for the long haul.

Why engage Vertex Planning Partners?

Trusted, Reliable, Experienced

Our PATH Wealth Management process stands out amongst our competitors.

$ 750 M

Of our current client relationships have come from client referrals.

70 %

Our team of advisors have an average of 20 years experience.

10 YR

Insights

An Introduction to PATH^℠

PATH^℠ is the process that we use to assist our clients in developing a roadmap toward financial security. Designed to develop an understanding that uncovers and focuses your goals, PATH^℠ then guides you in the design, implementation and monitoring of the strategies to pursue them.

WHAT OUR CLIENTS SAY

The depth of talent at Vertex Planning Partners and personalized approach really shone through, providing understandable insights and direction that really understood my family's needs and financial situation.

Jeff U.

This statement is a testimonial by a client of the financial professional as of 01/18/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Get In Touch

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