Because the majority of our clients are retirees and pre-retirees with similar objectives, we specialize in dealing with the unique needs and concerns of people planning their retirement years. When you work with us, you will have access to a team of professionals that include a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Retirement Planning Counselor (CRPC®). As a team, we work collectively on each and every plan we create to design the optimal strategy for our clients.
You may not realize this, but you made yourself a promise long ago.
You promised that you would work hard and save so that you can
one day retire on your terms. We want to help you keep that promise.
DESIGN . RETIRE . LIVE
goals and develop an actionable plan for retirement.
RETIREMENT INCOME DESIGN EXPERIENCE
Vertex Capital Advisors, LLC is a comprehensive financial planning firm specializing in retirement income design concepts and holistic investment management solutions. Our collaborative, team-oriented financial planning process incorporates the diverse talents and specialties of our founding members and our strategic partnerships. Our goal is for our clients to experience retirement on their terms by having a plan and a team they can trust. We pour every ounce of effort we have into our educational development, strategic partnerships, and investment strategies to help our clients meet their retirement lifestyle goals.
We believe in a holistic approach to retirement planning that centers around the goals and desires of our clients. The concepts we share are shaped by our CORE Values: Integrity, Service, Education, Relationships, and Authenticity.
November 18th, 2014
UNC Charlotte, Portal Building, Main Campus
Becoming Social Security Savvy
May 15th, 2015
UNC Charlotte, Center City
Retirement Survival Course
WHY CHOOSE VCA?
We understand there is no shortage of professionals seeking to give financial advice. In fact, we expect our clients to be highly pursued by advisors in our industry. Here are some of the many reasons you can feel confident in choosing Vertex Capital Advisors, LLC.