Experience Comprehensive Wealth Management with Vertex Planning Partners
Tailored Strategies. Trusted Advisors. Transformative Results.
OUR DISTINCTIVE APPROACH TO WEALTH MANAGEMENT
At Vertex Planning Partners, our wealth management approach is both holistic and personalized. We focus on understanding your distinct financial goals and developing a customized strategy that aligns with your aspirations. Utilizing advanced financial tools and leveraging our extensive industry knowledge, we aim to not only grow your wealth but also ensure it resonates with your life objectives. Experience a partnership defined by integrity, tailored solutions, and forward-thinking planning.
A Range of Services to Meet Every Financial Need
Our wealth management services cater to all aspects of your financial journey, from strategic portfolio management to comprehensive retirement planning. With Vertex Planning Partners you gain access to:
Portfolio Management
Strategies aligned with collaborative vision.
Retirement Planning
Secure your future with proactive foresight.
Estate Planning
Legacy solutions for the generations to come.
Tax Optimization
Maximizing your returns, minimizing your liabilities.
Vertex Excellence: Crafting Financial Pathways with Purpose and Precision
Choosing Vertex Planning Partners means gaining a partner committed to your financial success. Just some of the ways our client’s benefit:
Personalized Service
Solutions crafted for your unique financial position.
Experienced Advisors
A diverse team of professionals with a track record of excellence
Uncompromising Integrity
Trustworthy guidance that can be relied on at every step.
Innovative Strategies
We keep you and your financial strategy ahead of the markets with our future-proofing approach.
Transparent Communication
Keeping you informed and empowered throughout your financial journey.
Holistic Financial Planning
Integrating every aspect of your life into a financial plan.
Cutting-edge Technology
Access to the latest financial tools and platforms for efficient wealth management.
Ethical Stewardship
Investment solutions that align with your values and principles.
Experience the Vertex Difference
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Success Stories
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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.
Meet Our Wealth Management Advisors
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Michael D. Bellis, CFP®, CLU®
Managing Partner
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Gregory P. Benner, CPWA®, CFP®, CLU®, CHFC®, AIF®, RMA®
Managing Partner
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Scott A. Sandee, CFP®, CIMA®, CPWA®, CEPA
Managing Partner
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Julie Hupp, CFP®, MBA
Partner
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Peter M. Babilla, CFP®, CRPS®
Senior Wealth Advisor
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Justin J. D'Agostino, CFP®, ChFC®, CRPC®, AIF®
Private Wealth Advisor
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