About Vertical Wealth Management
Vertical Wealth Management is an independent financial advisory firm serving clients in Virginia, focused on delivering personalized, comprehensive retirement planning that inspires confidence and clarity at different financial stages.
The people we work with are retirees and those close to it. Most come to us having built something substantial and wanting one professional accountable for all of it, rather than a different opinion in every direction.
A Boutique Firm, Built for People Who Expect More
Mark Shelby, AIF®, founded Vertical Wealth Management to help provide clarity and purpose for individuals and families who are serious about preparing for and enjoying retirement. From Roth conversions to legacy planning, each recommendation is made with your specific goals in mind and explained in straightforward terms. Your accounts are held securely at Schwab or Fidelity and you will receive personal, attentive guidance at the different steps.
A Team-Backed Plan That Still Feels Personal
You work directly with the Vertical Wealth Management team, led by Mark Shelby. Your advisor relationship, financial planning guidance, and ongoing service all come from our firm.
Investment Management Support
For portfolio management and investment research, Vertical Wealth Management works with Brookwood Investment Group as a sub-advisor.
Brookwood provides investment research and portfolio oversight used in constructing and monitoring client portfolios. Brookwood and Vertical Wealth Management are independently owned and operated firms, and Brookwood team members are not employees of Vertical Wealth Management.
Robert Raimondo, J.D.
Co-Founder & Chief Development Officer
Brookwood Investment Group
Kimberley Raimondo, J.D.
Co-Founder & CEO
Brookwood Investment Group
Chris Coolidge, CFA®
Chief Investment Officer
Brookwood Investment Group
Rich Mowrer
Chief Investment Solutions Officer
Brookwood Investment Group
Carol Pipitone
Client Service
Brookwood Investment Group
Investment Firms We Partner With
To support portfolio management and investment research, Vertical Wealth Management partners with independent investment management firms that provide research, portfolio analysis, and ongoing investment oversight.
These partnerships help enhance the construction and monitoring of client portfolios while allowing our team to remain focused on delivering personalized financial planning and client service.
Research and portfolio partners
Four Plans, One Strategy—Retirement That Runs Like Clockwork
We don’t just build plans; we build real outcomes. The Four Plans approach brings your entire financial life—income, growth, tax, and legacy—into a single, harmonious strategy designed for people who want to be the exception.
Remove The Friction From Planning
Understand
We listen, analyze, and map your full financial picture—income, investments, taxes, and legacy—using our Four Plans framework.
Plan
Together, we design a coordinated strategy tailored to your goals and family.
Implement
We handle the details—setting up accounts, organizing paperwork, and guiding you through the different steps, all with ongoing support in-person or virtually, wherever life takes you.
Disciplined, Decisive, and Always on Your Side
The appropriate partnership in retirement planning gives you more than expertise—it helps give you a level of structure, clarity, and control. Here’s what you can expect at the different steps:
Fee-Based, Fiduciary Clarity
Our recommendations put your interests first, and our advice is focused on your goals. Learn more about how we deliver real value as your advisor.
See our advisor valueReal Depth, Not One-Dimensional Advice
Your planning process may involve coordination with specialized professionals and strategic partners—including investment research support from Brookwood Investment Group, as well as tax professionals and estate planning resources. You’re never left trying to connect the dots on your own.
Transparent Custody With Major Institutions
Custodied with Charles Schwab, Fidelity, or Altruist, your wealth stays in view and accessible—so you can focus on strategy, not on wondering where things stand.
Turn “We’ll Figure It Out” Into “Here’s The Plan.”
With Vertical Wealth Management, you’ll talk about retirement like you’ve been preparing for it for years—because you have. Schedule a 15-minute introductory call to learn how our fiduciary team can help align your wealth with your retirement goals.
No calendar link. No automated sequence. A real conversation or nothing.