Latest Jobs at Vertis Wealth

Vertis Wealth is a wealth management and advisory firm serving individuals and families with approximately $500,000 to $500 million in assets. Its team brings financial planning, investment management, tax expertise from CPAs and tax attorneys, and estate and legal services together to coordinate long-term wealth strategies. The firm focuses on tax-efficient planning, options-based portfolio protection, tax-loss harvesting, income generation, trust-based estate planning, and access to alternative and global investments. With offices including Chicago and Bay City, Vertis Wealth offers an integrated, single-team approach to growing, preserving, and transferring wealth.