Vertical Wealth Management is a fee-based fiduciary advisory firm serving families in Williamsburg and Richmond, Virginia. Fee-based since 2011, the firm provides comprehensive retirement planning for people building wealth, approaching retirement, or already retired. Guided by advisor Mark Shelby, AIF®, its approach organizes retirement decisions into four coordinated plans: income, growth, tax, and legacy. The income plan focuses on supporting monthly expenses and lifestyle needs; the growth plan addresses longer-term investing and future purchases; the tax plan coordinates the other plans to pursue tax efficiency; and the legacy plan considers wealth intended for beneficiaries or charitable giving.

Vertical Wealth Management offers personalized financial planning, investment guidance, retirement income strategies, tax planning, and legacy planning. Its process moves from understanding a client’s financial picture to designing a tailored strategy and helping implement it, with ongoing support available in person or virtually. The firm combines a boutique client relationship with research and planning resources, and client assets are custodied with firms such as Schwab and Fidelity.