VERTIX WEALTH STRATEGIES LLC

Your financial
future, simplified

Personalized strategies in life insurance, investments, and retirement
planning—designed to protect what matters most and help you achieve
your goals

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Building wealth, securing futures.

Your wealth is more than numbers—it’s the foundation of your dreams, your family’s security, and your future. At Vertix Wealth Strategies LLC, we help you protect and grow what you’ve worked so hard for, giving you the confidence to embrace what’s ahead. Together, we’ll turn your goals into a financial legacy you can be proud of.

Calvin Sales sitting at a deskCalvin Sales sitting at a desk

What we focus on

Personal Financial Preparedness

We create customized strategies to help you achieve your personal financial goals, from retirement and investments to life insurance and long-term care insurance. Every strategy is tailored to fit your unique needs.

Business Solutions

We partner with businesses to provide tailored financial strategies, including employee benefits, succession strategies, and insurance solutions that safeguard your company’s future.

Wealth Protection Strategies

Our thorough approach helps ensure your investment portfolio is appropriate for your goals and needs for your current and future needs. From strategic investments to risk strategies, we help you build a foundation for long-term success.