Vertrix Wealth Management
TRUST · INTEGRITY · HERITAGE
Purpose-built investment solutions for individuals, employer-sponsored retirement plans, and institutions.
Our Services
Our investment management approach is disciplined and adaptive, designed to align risk, opportunity, and strategy with your personal financial goals. Learn More
Investment Management
Through thoughtful financial planning, we help you gain clarity around today’s decisions while building confidence in your long-term direction. Learn More
Financial Planning
We help you move beyond the numbers to design a retirement strategy that supports the lifestyle you envision at every stage of life. Learn More
Personal Retirement Management
Vertrix offers employer-sponsored retirement solutions tailored to the financial priorities of both the organization and its employees. Learn More
Employer Retirement Plans
We design comprehensive plans that align your goals, investments, administration, and education into a clear strategy built to support long-term success. Learn More
Comprehensive Plan Design
Why Vertrix Wealth ManagementAt Vertrix, we approach wealth with discipline and intention. Our purpose is to bring clarity to your financial life - protecting what matters today while positioning you for lasting impact tomorrow.
“Our commitment to our clients and their futures is what fuels every aspect of our work. In fact, it’s common for us that professional relationships evolve into trusted partnerships and enduring friendships.”
Kristie Guadiano
MANAGING PARTNER
Trusted by these incredible businesses and their employees.
