Let’s Make This Easy
Call us, email us, or send us a message to get answers from a trusted financial advisor serving Williamsburg, Richmond, and beyond.
Our work is retirement: retirees and people close to it, who want one person accountable for income, growth, taxes, and legacy.
See if we’re a fit
Start Here If You’re Looking for an Advisor
We work with retirees and people within about ten years of retiring — the point where the questions stop being “am I saving enough” and start being “will this actually last.”
There is no calendar link on this page on purpose. A fifteen-minute call is worth more when we already know who is on the other end, so these questions come first. Five of them, about two minutes.
What we ask
- When you plan to retire, or whether you already have
- What is actually on your mind about it
- Who looks after your investments today
- Roughly what you have invested
- Whether you are willing to pay a fee for professional advice
The last two are the ones that matter most. We are a professional advisory firm, not a research service for people who would rather manage it themselves — and knowing that up front saves us both a call.
Our Offices
Williamsburg Office
- Address
- 5252 Olde Towne Road
Williamsburg, VA 23188 - Hours
- Meetings by appointment only.
- Phone
- (757) 490-7833
Richmond Office
- Address
- 3900 Westerre Parkway
Richmond, VA 23233 - Hours
- Meetings by appointment only.
- Phone
- (804) 404-7599
Meetings happen in person at either office or virtually — most of our clients do some of both. Email reaches us at mark@verticalwealth.com.
Or Ask a Question
Existing clients, vendors, and anything that isn’t “I’m looking for an advisor” — this is the right form. We usually reply the same business day.
Vertical Wealth Management · Vertical Investments, LLC
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.