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.

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.

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.

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.

Calvin Sales sitting at a deskCalvin Sales sitting at a desk

The Vertix Approach

At Vertix Wealth Strategies, we believe in a clear, collaborative process to help you achieve your financial goals. Here’s how we work with you every step of the way:

DISCOVERY Understanding Your Needs
STRATEGY Crafting Your Personalized Strategy
IMPLEMENTATION Putting the Strategy in Action
ANNUAL REVIEWS Staying on Track & Continuous Support

Our Commitment to You

3 Principles That Guide Everything We Do

Personalized Solutions

We tailor every financial strategy to fit your unique needs, ensuring it aligns with your life and aspirations.

Trusted Expertise

With years of industry experience, we provide reliable advice that puts your best interests first, every time.

Long-Term Support

From the first consultation to ongoing reviews, we’re committed to supporting your financial growth and success for years to come.

Meet Calvin.

Calvin Sales III has been helping individuals and families navigate their financial journeys since 2018. Based in Pittsburgh, PA, and serving clients nationwide.

His passion for helping others drives him to create customized financial strategies that align with your life goals. Whether you're preparing for retirement, protecting your family, or building wealth, Calvin is committed to walking alongside you every step of the way.

Why Choose Calvin?

Experience: Over six years in the financial services industry.
Dedication: A client-centered approach to finding the best solutions.
Integrity: Trustworthy advice tailored to your needs.

Start Preparing for Your Future

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