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Text Content

600 Stewart St, Suite 400, Seattle, WA 98101-1217

(206) 929-3636
info@vertwealth.com
VAULT
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 * Home
 * About 
   * About Us
   * Our Mission
   * Meet Our Team
   * Science Fund
 * What We Do 
   * Process
 * Contact
 * Schedule a Consultation

VAULT


VERTICAL ASCENT WEALTH MANAGEMENT

Whether you are in the wealth accumulation, preservation or distribution stage,
we are here for you.  Our firm offers personalized, hands-on service. We educate
our clients about financial concepts and products, and take the mystery out of
investing, insurance, estate conservation, and preserving wealth.

Get Started

VERTICAL ASCENT WEALTH MANAGEMENT

Whether you are in the wealth accumulation, preservation or distribution stage,
we are here for you.  Our firm offers personalized, hands-on service. We educate
our clients about financial concepts and products, and take the mystery out of
investing, insurance, estate conservation, and preserving wealth.

Get Started

VERTICAL ASCENT WEALTH MANAGEMENT

Whether you are in the wealth accumulation, preservation or distribution stage,
we are here for you.  Our firm offers personalized, hands-on service. We educate
our clients about financial concepts and products, and take the mystery out of
investing, insurance, estate conservation, and preserving wealth.

Get Started

VERTICAL ASCENT WEALTH MANAGEMENT

Whether you are in the wealth accumulation, preservation or distribution stage,
we are here for you.  Our firm offers personalized, hands-on service. We educate
our clients about financial concepts and products, and take the mystery out of
investing, insurance, estate conservation, and preserving wealth.

Get Started

VERTICAL ASCENT WEALTH MANAGEMENT

Whether you are in the wealth accumulation, preservation or distribution stage,
we are here for you.  Our firm offers personalized, hands-on service. We educate
our clients about financial concepts and products, and take the mystery out of
investing, insurance, estate conservation, and preserving wealth.

Get Started

NEED HELP DECIDING WHERE TO PUT YOUR MONEY?

Should you grow your retirement account?  Start funding college for your
newborn? 

To rent or to buy?  Pay off your mortgage?

Schedule a Consultation

HAVE YOU RECENTLY HAD A BIG LIFE CHANGE?

Did you recently land that new job? What should you do with your old 401k?  Is
it time to start thinking about your kids going to college?  Getting ready to
retire?  Did a loved one recently pass away?

We're here for you!

OVERWHELMED TRYING TO MAKE FINANCIAL DECISIONS?

You've got all these important financial decisions to make. And. NO time. 

We got you.

Schedule Time With Us

NEED HELP DECIDING WHERE TO PUT YOUR MONEY?

Should you grow your retirement account?  Start funding college for your
newborn? 

To rent or to buy?  Pay off your mortgage?

Schedule a Consultation

HAVE YOU RECENTLY HAD A BIG LIFE CHANGE?

Did you recently land that new job? What should you do with your old 401k?  Is
it time to start thinking about your kids going to college?  Getting ready to
retire?  Did a loved one recently pass away?

We're here for you!

OVERWHELMED TRYING TO MAKE FINANCIAL DECISIONS?

You've got all these important financial decisions to make. And. NO time. 

We got you.

Schedule Time With Us

NEED HELP DECIDING WHERE TO PUT YOUR MONEY?

Should you grow your retirement account?  Start funding college for your
newborn? 

To rent or to buy?  Pay off your mortgage?

Schedule a Consultation



PHILOSOPHY

Our goal is to provide our clients a clear financial path that will help them
live a tranquil life.

Learn More


PROCESS

Clarity is achieved through a strategic process aimed at preserving and growing
wealth.

Our Process


SERVICES

We offer a breadth of wealth management services to provide you with complete
financial care, including retirement, education planning, estate planning, and
benefits planning.

Our Services


WE'RE HERE FOR YOU!

Our guidance prepares you for the risks inherent to life and helps ensures you
remain on the right financial path.

Let's Talk


CLIENT EDUCATION

Curated articles, videos, and more for a financially savvier you.


9 FACTS ABOUT RETIREMENT

Regardless of how you approach retirement, there are some things about it that
might surprise you.
Learn More


IT MAY BE TIME FOR A FINANCIAL CHECKUP

It’s never a bad time to speak with your financial professional about changes in
your situation.
Learn More


MAKING A CHARITABLE CONTRIBUTION

There are benefits and limitations when you decide to donate stock.
Learn More


TOOLS & RESOURCES

HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!
Learn More

TOP 5 THINGS TO TELL YOUR FINANCIAL PRO

Here are the top 5 things your team may want to hear.
Learn More

HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!
Learn More

TOP 5 THINGS TO TELL YOUR FINANCIAL PRO

Here are the top 5 things your team may want to hear.
Learn More

HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More





LET'S TALK

Name
Email
Address
Question
Get in touch
Thank you!
Oops!


CONTACT

Office: (206) 929-3636

600 Stewart St, Suite 400

Seattle, WA 98101-1217

info@vertwealth.com


QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Tax
 * Money

 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



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The information on this website is for informational purposes only and is not
intended as specific legal, investment or tax advice. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security. The content is developed
from sources believed to be providing accurate information.  Past performance is
no guarantee of future results.  Vertical Ascent Wealth Management does not
render legal, accounting, or tax advice. Please consult your tax or legal
advisors before taking any action that may have tax consequences. 

Some of this material was developed and produced by FMG Suite to provide
information on a topic that may be of interest.  FMG Suite is not affiliated
with the named advisor or SEC-Registered investment advisory firm.  The opinions
expressed and material provided are for general information and should not be
considered as a solicitation for the purchase or sale of any security.

Advisory services are offered through CS Planning, Corp., an SEC registered
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