A retired couple shcres a happy moment together

Retirement, with
Clarity and Control.

We turn financial complexity into a clear, strategic roadmap—designed to protect, grow, and sustain your wealth through every stage of retirement.

Retirement planning without the noise.

We help you make smart decisions about income, investments, and taxes, without the sales pitch or confusion. Our process is built for people who want real answers, not a runaround.

We provide personalized financial planning and investment management that’s clear and easy to act on.

A retired couple enjoying a worry-free morning in the part with their dog, illustrating Vertical Wealth's section on financial planning.

Those ready to make financial decisions easier.

We work best with people who want a clear, professional partner to help simplify financial decisions.

Building Your Foundation

Approaching the Transition

You are Living Your Retirement

Take our complimentary assessment to gain insights into your current financial situation and identify potential areas for improvement.

Get started in three easy steps

Three Steps to Financial Clarity

We’ve simplified the financial planning process into three clear steps designed to help you understand where you stand and create a path forward that aligns with your goals.

Understand Your Situation

We take time to learn about your goals, concerns, and current financial picture.

Develop Your Personalized Plan

We create and present strategies specifically designed for your unique needs.

Implement and Adapt

We put your plan into action and continuously refine it as your life evolves.

A couple intnetly discussing a financial plan, illustrating Vertical Wealth Management's offer to schedule a meeting.

Not All Financial Guides Take the Same Path

As a fiduciary firm, we’re legally bound to put your interests first, offering transparent, fee-based services with both local presence and nationwide accessibility.

The Same Quality Service, Wherever You Are

We deliver the same personalized financial guidance through secure virtual meetings or in-person consultations.

Seeing the Path Through Case Study

From Corporate Career to Confident Retirement

A couple approaching retirement needed to coordinate multiple 401(k)s, stock options, and other assets while minimizing tax impact.

We created a transition strategy that helped provide retirement income while managing their tax situation.

Optimizing Retirement for the Already Retired

After being dissatisfied with generic advice from a large firm, this client sought more personalized attention.

We reorganized their portfolio to better align with their income needs and risk tolerance, while implementing tax-efficient withdrawal strategies.

While every financial situation is unique, these scenarios illustrate how we’ve helped clients navigate common retirement planning challenges.

Strength in Collaboration

We’ve built a network of financial professionals who contribute specialized experience to enhance the quality of service we provide to each client.

Mark Shelby, CEO of Vertical Wealth Management in their offices in Williamsburg, Virginia, in a discussion with one of their specialized financial professionals