Vertex Planning Partners guides select clientele aspiring to create sustainable wealth and meaningful legacies by developing concise, comprehensive and customized solutions using a collaborative approach of specialists across all areas of wealth management.
Reaching your financial goals requires a personalized plan based on making the right decisions throughout your journey in life. Defining a personalized road map that aligns these financial decisions with the attainment of major milestones is key to making your dreams a reality. We advocate a disciplined approach that coaches clients to implement and adhere to behaviors that withstands outside influences and achieves positive results.
To achieve financial freedom, Vertex Planning Partners develops a proven multi-stage roadmap for every client that combines collaborative financial planning with a deeper understanding of your needs. The PATH™ to Financial Wealth is a process exclusive to Vertex Planning Partners that has allowed us to successfully manage over $500 million of assets for clientele.
From retirement planning to asset diversification and even philanthropic ambitions, our collaborative PATH™ approach to wealth management means all of your unique financial goals, and the challenges that may arise, will benefit from our full capabilities.
It’s never too soon to start budgeting for a child, planning for college expenses, saving for your own retirement and insuring your family’s financial stability both now and generationally over time.
Whether building a business or plotting your next chapter, implementing sound financial planning strategies can help you make informed decisions of value to yourself, your employees and the prosperity of your business.
Michael Bellis, CFP®, CLU®
Mike Bellis has more than 23 years of experience in the financial planning profession. His approach is centered on holistic financial planning, astute risk management strategies and empirical, research driven portfolio construction.
Gregory Benner, CPWA
Greg Benner has over seventeen years of experience as a financial advisor. Greg’s practice is based on developing holistic financial plans that help his clients integrate sophisticated retirement, tax, risk management and estate planning strategies into an actionable plan, then stay the course as their behavioral coach.
Brad Schaffnit joined the financial services profession in 2001 to provide accomplished individuals and families with investment management services, family estate planning tools, asset protection and risk management advice from an independent perspective.