Our Story
Vertical is Our Direction
Mark Shelby founded Vertical Wealth Management in 2010 as a firm built around upward trajectory and a simple observation: people needed clear financial guidance without complexity.
Mark serves clients through our virtual-first approach, maintaining personal relationships while leveraging institutional capabilities.
Our Mission
Clear Purpose
To provide direct, practical financial guidance that makes sense for your situation.
“We don’t overcomplicate things.
We make them clear and actionable.”
Mark Shelby, Founder
Leadership
Mark Shelby founded Vertical Wealth Management with a clear vision: to provide straightforward financial guidance without unnecessary complexity. With a background in finance and economics from the University of Wisconsin, Mark brings analytical precision and practical problem-solving to every client relationship. His approach transforms complex financial decisions into clear, actionable strategies that make sense for your situation.
Collaborative Strength
While operating independently, Vertical Wealth Management leverages strategic partnerships with Brookwood Investment Group and other specialized professionals to expand the resources available to our clients. This collaborative approach combines the personalized attention of a boutique firm with institutional-level capabilities and experience.
Our virtual-first service model means you receive professional guidance from anywhere, maintaining direct communication while accessing comprehensive solutions for retirement planning, investment management, and advanced tax strategies.
Our Values
What Drives Us
Our core values shape every interaction, fostering clear and professional financial guidance.
Clarity
Financial decisions shouldn’t be overwhelming. We break down complex financial concepts into clear insights.
Direct Communication
No jargon, no confusion—just straightforward financial advice designed to keep you informed and empowered in your decision-making.
Practical Strategies
We offer accessible financial planning that adapts to your evolving needs.
Collaborative Partnership
We work alongside you, developing strategies that align with your financial goals.
Integrity
We prioritize transparency in every conversation.
The Vertical Difference
Steady Guidance,
personal Attention
We believe that financial planning goes beyond the numbers—it’s about working with a team that understands your priorities.
Fiduciary Commitment
As a fee-based firm, we provide transparent financial guidance tailored to your objectives.
Tailored Financial Strategies
Every approach is designed around your financial situation, incorporating investment, tax, and estate planning considerations.
Retirement-Focused
With experience in income planning, tax considerations, and investment management, we help clients navigate financial transitions with clarity.
Efficient Guidance
We value your time, offering direct and clear financial insights without unnecessary complexity.
Scalable Support
Whether managing moderate or substantial assets, our planning adjusts to meet your financial objectives.
