What We Do
At Vertical Alternatives, our mission is to empower individuals and businesses by providing personalized, strategic financial solutions that ensure long-term stability and growth. We focus on three main areas with our clientele: estate, tax, and retirement planning. We partner with multiple legal firms to administer our estate plans. We partner with numerous tax professionals to execute our tax plans. We partner with other financial professionals to craft our retirement plans.
Who We Are
Vertical Alternatives is a family owned and operated business. Our roots stretch back to 1994 when our family began working in the financial services industry. Between our founders and leadership team, there is a combined 50+ years of experience. Even in our humble beginnings we have always believed that building our business starts with building relationships. Throughout the years we have built many relationships along the way. As part of connecting with people we are actively involved in our local church, we often participate in community events, and we love partnering with other professionals to reach more clients that we can serve, and who can benefit from our services. Some of the key relationships we have built with industry partners are estate attorneys, accounting professionals, and other retirement specialists. We have partnered with these professionals also to provide additional perspective, analysis, and expertise in creating more valuable solutions and strategies for the clients we serve. We take exceptional care of the relationship we build with our clients. Year after year, from one relationship to the next, from our family, to yours, we are here to serve you.
Who We Are
Vertical Alternatives is a family owned and operated business. Our roots stretch back to 1994 when our family began working in the financial services industry. Between our founders and leadership team, there is a combined 50+ years of experience. Even in our humble beginnings we have always believed that building our business starts with building relationships. Throughout the years we have built many relationships along the way. As part of connecting with people we are actively involved in our local church, we often participate in community events, and we love partnering with other professionals to reach more clients that we can serve, and who can benefit from our services. Some of the key relationships we have built with industry partners are estate attorneys, accounting professionals, and other retirement specialists. We have partnered with these professionals also to provide additional perspective, analysis, and expertise in creating more valuable solutions and strategies for the clients we serve. We take exceptional care of the relationship we build with our clients. Year after year, from one relationship to the next, from our family, to yours, we are here to serve you.
Our Core Values
Faith: We are a business who joyfully and humbly serves Jesus Christ and loves people.
Client-Centric Approach: Every client’s needs are unique, and we tailor our strategies to meet those individual needs.
Long-Term Focus: Our solutions are designed for sustainability and generational wealth.
Family: As a family owned and operated business, we are a big supporter of strong family values.
Industry Partners
