About Us
- Firm Background
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About Us
- Firm Background
- Our Team
Retirement Planning
Advisor Value
Insights
Client Tools
- Client Login
- Upload Documents
Contact

Try a 15-Minute Discovery Call

Get in touch

(757) 490-7833

mark@verticalwealth.com

Let’s Make This Easy

Call us, email us, schedule a consultation, or send us a message to get answers from a trusted financial advisor serving Williamsburg, Richmond, and beyond.

mark@verticalwealth.com

Williamsburg Office

Address:

5252 Olde Towne Road, Suite 201, Williamsburg, VA 23188
Meetings by appointment only

(757) 490-7833

Richmond Office

3900 Westerre Pkwy, Richmond, VA 23233

Meetings by appointment only

(804) 404-7599

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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.

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Investment advisory services are offered through Vertical Investments, LLC dba Vertical Wealth Management, an Investment Advisor in the State of Virginia. Insurance products and services are offered through Mark Shelby, Sole Proprietor.

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Contact Us

757-490-7833

mark@verticalwealth.com

101 Mattaponi Trail, Williamsburg, VA 23188

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Vertical Investments, LLC dba Vertical Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Vertical Investments, LLC dba Vertical Wealth Management an Investment Advisor in the State of Louisiana, Texas, and Virginia. Insurance services are offered by Mark Shelby, sole proprietor. Being registered as an investment adviser does not imply a certain level of skill or training.

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Let’s Make This Easy

Williamsburg Office﻿

Richmond Office﻿

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Turn “We’ll Figure It Out” Into “Here’s The Plan”

Williamsburg Office

Richmond Office