Individuals

Individuals

A Personal Journey

Much of our strategic work is with owners of companies or professional practices, but not all apply to these two categories. You may be an individual with high net worth whose situation refuses to fit in anyone’s mold.

We have clients who have reached their financial status through exceptional personal achievement, or have been fortunate to inherit substantial assets. In either case, the challenge is how to grow your wealth quickly, yet safely.

At Vertical Advisors, you will be served by a world-class team of experts in wealth creation, tax strategy and business consulting. You will be free to select from us the mix of services and skills that meet your needs. We respect your individuality, and we know how to help you increase and grow your private wealth at a speed that may surprise you.

Through our coaching and educational activities, we will share with you our proprietary knowledge on wealth creation. At the same time, our consultants will develop with you a practical plan for increasing – and protecting – your net worth. Our fundamental outlook is strategic and proactive. That means we look at your situation in terms of Wealth Strategy, Tax Strategy, and, as appropriate, Business Strategy.In every case, the foundation is a thorough understanding of your goals, whatever they may be. Success with your trusted financial advisors is rooted in a strong personal relationship. We encourage you to consider carefully if we are the right fit for you, by caling us or filling out a request for more information.

Featured Articles
Vertical Advisors continues to provide us with cutting-edge tax and business solutions, which consistently save us time and money. - Tim Devine, CEO
After spending thousands of dollars and time with prior accountants and not getting anywhere, Vertical Advisors was able to solve our problems and save us...
Vertical Advisors has provided us with an exceptional experience which is above and beyond the typical CPA or accountant. We are glad we found them...
My company has used Peters' services for the past two years and he has always provided accurate and up to date information, whether it be...
Peter and the entire staff at Vertical Advisors are professional, courteous and extremely knowledgeable in both tax preparation and business strategy planning...
Peter is a out-of-the-box thinker and very creative in finding solutions to business and tax challenges. - Kami Hoss Co-founder, The Super
Pete has always stepped up to the plate in helping us in everything from international tax help, corporate formation strategies and tax returns. - Brian Fargo
I am honored to write a recommendation for Pete. Pete was an outstanding manager and always treated everyone with respect. I really enjoyed my time...
Peter is a trusted CPA/Advisor who provides a unique, proactive and extensive approach to tax, business, finance and accounting solutions. He goes above and beyond...
Peter is an excellent advisor; I would not go anywhere else! He has immediate answers, which most guys in his field have to “get back...


Contact Us
Fields marked with a * are required.