Your Retirement Journey Starts Here.
Vertex provides personalized retirement income and tax planning strategies through a structured 3-step process, designed to align with your financial goals and support your family’s long-term well-being and financial preparedness.
Tax-Optimized Income
Tax-Optimized Income
Investment Planning
Investment Planning
Financial Peace of Mind
Financial Peace of Mind
Your Retirement Journey Starts Here.
Vertex provides personalized retirement income and tax planning strategies through a structured 3-step process, designed to align with your financial goals and support your family’s long-term well-being and financial preparedness.
Tax-Optimized Income
Investment Planning
Financial Peace of Mind
We specialize in retirement income and tax planning and work most effectively with:
Couples Ages 50+
Retirement investors age 50+ who are retired or close to it.
$2 Million+
Diligent savers with liquid investments over $500k (excluding real estate).
Expert Guidance
People who value planning and investing expertise because retirement is too important.
We specialize in retirement income and tax planning and work most effectively with:
Couples Ages 50+
Retirement investors age 50+ who are retired or close to it.
$2 Million+
Diligent savers with liquid investments over $500k (excluding real estate).
Expert Guidance
People who value planning and investing expertise because retirement is too important.
We specialize in retirement income and tax planning and work most effectively with:
Couples Ages 50+
Retirement investors age 50+ who are retired or close to it.
$2 Million+
Diligent savers with liquid investments over $500k (excluding real estate).
Expert Guidance
People who value planning and investing expertise because retirement is too important.
The Protector’s Process
A 3-step process showing you how to potentially lower taxes, invest smarter, and maximize retirement income.
Step #1
Step #1
Step #1
Schedule 20-Min Call
Schedule a 20-minute introductory call to explore whether our planning approach aligns with your financial needs and goals. Let’s Start the Conversation Now.
Step #2
Step #2
Step #2
Discovery Meeting
We believe that it’s important to diagnose before we prescribe. During this meeting, we will take a deep dive into your retirement goals. We want to be crystal clear on your priorities, needs, expectations, and concerns.
Step #3
Step #3
Step #3
Strategic Alignment
After we’ve completed the Discovery meeting and reviewed your financial documents, we will have another 1-hour meeting to review our findings and recommendations. In plain English, we will explain exactly what you can do to strategically align yourself for retirement.
Still Have Questions? Keep Reading...
Why Should I Consider Hiring Vertex Capital Advisors?
How Are You Different Than Other Financial Advisors?
Can You Work With People in Other States?
How Does Vertex Capital Make Money?
Do You Offer an Hourly or One-Time Project Fee Option?
Where Do You Hold My Investments and How Can I See Them?
Still Have Questions? Keep Reading...
Why Should I Consider Hiring Vertex Capital Advisors?
How Are You Different Than Other Financial Advisors?
Can You Work With People in Other States?
How Does Vertex Capital Make Money?
Do You Offer an Hourly or One-Time Project Fee Option?
Where Do You Hold My Investments and How Can I See Them?
Still Have Questions? Keep Reading...
Why Should I Consider Hiring Vertex Capital Advisors?
How Are You Different Than Other Financial Advisors?
Can You Work With People in Other States?
How Does Vertex Capital Make Money?
Do You Offer an Hourly or One-Time Project Fee Option?
Where Do You Hold My Investments and How Can I See Them?
Step #1
Schedule Your 20-Min Phone Call
To make the best use of our time together, please answer a few important questions.
NOTE: It's not uncommon for our calendar below to have limited availability. We intentionally limit the number of calls to ensure we provide a high level of service to current clients. If you don't see anything on our calendar that works for you, please call our office at (858) 345-1197,and we will do our best to accommodate.
Step #1
Schedule Your 20-Min Phone Call
To make the best use of our time together, please answer a few important questions.
NOTE: It's not uncommon for our calendar below to have limited availability. We intentionally limit the number of calls to ensure we provide a high level of service to current clients. If you don't see anything on our calendar that works for you, please call our office at (858) 345-1197,and we will do our best to accommodate.
Step #1
Schedule Your 20-Min Phone Call
To make the best use of our time together, please answer a few important questions.
NOTE: It's not uncommon for our calendar below to have limited availability. We intentionally limit the number of calls to ensure we provide a high level of service to current clients. If you don't see anything on our calendar that works for you, please call our office at (858) 345-1197,and we will do our best to accommodate.
© 2025 Vertex Capital Advisors, All rights reserved
Designed by Slices.Design
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
© 2025 Vertex Capital Advisors, All rights reserved
Designed by Slices.Design
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
© 2025 Vertex Capital Advisors, All rights reserved
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.