Vertis Wealth, LLC

EST. AUM
$140,670,604

CONTACTS
6

CLIENT ACCOUNTS
2,160

Firm Details

Metro area Grand Rapids
CRD Number 307270
Website vertiswealth.com
Client types

Overview

Vertis Wealth is an independent financial services firm that offers integrated financial, legal, and accounting expertise to help clients build enduring legacies. The firm emphasizes a holistic approach to wealth management, aiming to transform complex financial situations into clear, actionable strategies. By focusing on the unique aspirations and values of each client, Vertis Wealth crafts personalized plans designed to secure wealth and empower future generations. Their commitment to independence ensures that client strategies are free from product-driven biases, aligning solely with individual goals and visions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Vertis Wealth, LLC

Platform Details

Investment Preferences

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Address

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