VERTEX PLANNING PARTNERS

To achieve financial freedom, Vertex Planning Partners guides select clientele aspiring to create sustainable wealth and meaningful legacies. By developing a proven multi-stage roadmap for every client, we combine collaborative financial planning with a deeper understanding of your needs. The PATH™ to Financial Wealth is a process exclusive to Vertex Planning Partners that has allowed us to successfully manage over $700 million of assets for clientele... The Vertex Partners family provides clients with all of the resources they need for a unified and comprehensive approach to their accounting and financial needs. We bring the right people together in a collaborative effort to deliver a plan that is right you... With their PATH to Financial Wealth, Vertex Planning Partners offers elite clients exclusive guidance in planning and developing wealth .

Also known as: Vertex Planning Partners, LLC

Primary location: Downers Grove United States