05/19/2025
After months of hard work, it’s incredible to see this vision come to life.
Last year, we received the news that we were selected to join Northwestern Mutual’s Private Client Group—a huge milestone and a true honor. As part of this new chapter, we had the opportunity to name our firm, and that’s how Vertex Capital Planning was born.
This brand reflects over decade of dedication, growth, and the exceptional work of a team fully committed to helping our amazing clients plan with purpose and confidence.
I’m incredibly grateful for this recognition—and even more excited for everything that’s ahead.