Vertex Planning Partners, LLC

Guiding you to a secure future

Mission

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.

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Perspective

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.

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Approach

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 $400 million of assets for clientele.

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Clientele

Team

Managing Partners