ABOUT VERTEX WEALTH MANAGEMENT
What We Do
As a respected wealth management firm with more than a quarter century of experience, Vertex Wealth Management has successfully guided clients through their many stages of life by helping them create, preserve and transfer their wealth. We also offer field of experience to corporate clients seeking to furnish their business with attractive employee benefits and retirement plans.
Our clients’ individual financial situations necessitate only the most comprehensive, unbiased service. We founded our business on principles of exceptional service and aptitude, while positioning ourselves to best serve your investment needs as an independent financial firm. We have no obligation to sell proprietary products or services, which allows us to be openly selective in offering only those investment products and services that are best-suited to address your individual financial objectives and goals.
Who We Serve
Whether you are looking for someone to strategically invest your assets, guide you through all of life’s wealth management issues, or have advanced, multigenerational planning needs, we can help you pursue your goals. We welcome clients of all professions and have extensive experience working with attorneys, business owners, corporate executives, medical professionals, physicians, real estate investors, retirees, trustees of estates and venture capitalists.
Our Team
Our team and professional affiliations allow you access to the world's financial markets, as well as the financial clout needed to successfully service a full array of financial needs. As President and Private Wealth Manager, Michael Aluotto works personally with all clients to guide them through our financial planning process. Michael partners with Bill Marco of Marco Wealth Strategies Group, Inc., to help provide excellent service to all clients, and collaborates with First Allied Securities for operational and research resources. Our office is professionally managed by Nancy Badagliacca, Branch Office Manager.